Wealth Management Providers

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135 profiles

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Page 4 of 12

Professional	Firm & role	Office	Focus
BT Brian Thomas WitkowskiHistorical record	J.P. Morgan Securities LLCInvestment Associate	Newport BeachCalifornia	Financial services
BM Brooke M BodnerHistorical record	J.P. Morgan Securities LLCPrivate Client Investment Associate	Los AngelesCalifornia	Financial services
CG Carly Grabowski RoddyHistorical record	J.P. Morgan Securities LLCManaging Director	Los AngelesCalifornia	Financial services
CR Catherine Ruth Motley OdonnellHistorical record	J.P. Morgan Securities LLCManaging Director	San FranciscoCalifornia	Financial services
CB Charles Barry LipsonHistorical record	RBC Capital Markets, LLCAdvisor	Beverly HillsCalifornia	Wealth management
CR Chelsea Rae Crowder-LukeHistorical record	J.P. Morgan Securities LLCExecutive Director	Los AngelesCalifornia	Financial services
CR Christoph Rudulf StrasserHistorical record	Sprott Global Resource Investments LtdDirector - Institutional Sales	CarlsbadCalifornia	Financial services
CD Christopher Daniel RibeHistorical record	Morgan StanleyRegional Director - Consulting Group	San DiegoCalifornia	Financial services
CJ Christopher James NolanHistorical record	Raymond James & Associates, Inc.Senior Vice President - Investments	HealdsburgCalifornia	Wealth management
CS Colin S. ParkerHistorical record	UBS Financial Services Inc.Authorized Officer, Senior Wealth Strategy Associate	La JollaCalifornia	Financial services
CP Conor Patrick DevanyHistorical record	Merrill Lynch, Pierce, Fenner & Smith IncorporatedProduct Specialist	San DiegoCalifornia	Financial services
DJ Damon Jeffrey VaradyHistorical record	Signature Estate Securities, Inc.Financial professional	Los AngelesCalifornia	Financial services

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