NRG WEALTH MANAGEMENT

12115 NORTH ORACLE ROAD SUITE 151, ORO VALLEY, AZ 85737

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Registered Advisors 4

Peter Anthony Fugger MONICA BLAKE SALAZAR STEFANIE ANN MORGAN JOHN PAUL DAVIS

Name
Peter Anthony Fugger
MONICA BLAKE SALAZAR
STEFANIE ANN MORGAN
JOHN PAUL DAVIS

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Address

Street	12115 NORTH ORACLE ROAD SUITE 151
City	ORO VALLEY
State	AZ
ZIP	85737
Country	USA

Firm

NRG WEALTH MANAGEMENT

Legal Name	J. P. DAVIS, INC.
SEC #	801-116690
CRD #	289548
Region	LARO
Umbrella	N

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

MML INVESTORS SERVICES, LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

RIDGE CAPITAL ADVISORS, LLC

GRADIENT ADVISORS, LLC

Other Investors

FRANK NEAL YOUDELMAN

Jeffrey A Herndon

Miguel A Cardenas

Joseph Francis Dylewski

MARTIN J PHILPOT

MICHAEL WAYNE WAGNER

Robert M Savage

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Oro Valley, AZ

MML INVESTORS SERVICES, LLC · ORO VALLEY, AZ

J.P. MORGAN SECURITIES LLC · TUCSON, AZ

EDWARD JONES · ORO VALLEY, AZ

WELLS FARGO CLEARING SERVICES, LLC · ORO VALLEY, AZ

LPL FINANCIAL LLC · ORO VALLEY, AZ

WELLS FARGO CLEARING SERVICES, LLC · ORO VALLEY, AZ

EDWARD JONES · ORO VALLEY, AZ

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