Lisa Bullock

Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Part of Interpublic Group of Cos., Inc., Ketchum Advertising is an advertising agency. Ketchum Advertising was acquired by Bozell Worldwide from Ketchum Communications Holdings, Inc. on April 06, 1995.

Part of Woodbridge Co. Ltd. /New/, First Call Corp. is a company that provides specialized information and publishing services and products. The company is based in Boston, MA. The company was founded by Jeffrey P. Parker.

BabyCenter LLC is an online media company that provides information on conception, pregnancy, birth, and early childhood development for parents. The firm also offers on-the-go products, activities and plays, feeding, health and safety, baby toddler care, diapering, and nursery products. The company was founded in 1997 and is headquartered in San Francisco, CA.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

OTA LLC is a broker/dealer subsidiary of OTA Financial Group LP. The firm is headquartered in Purchase, New York and was founded in 1983. OTA focuses on quantitative proprietary trading, market making, and institutional execution services. They cover a variety of industries including consumer products, cyclicals, healthcare, media, retail/apparel, restaurants, hardline enterprise technology, consumer services, electronics and telecommunications. The firm provides research on emerging markets, industries not widely covered by Wall Street, and derivative ideas.

Part of CVS Health Corp., Consumer Health Interactive LLC provides health care information on the Web. The company is based in Oakland, CA.

City Bank operates as a state chartered commercial bank. It offers mortgage, personal, and business banking services. The company was founded on August 2, 1941 and is headquartered in Lubbock, TX.

Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA.

In today's media landscape, many news organizations no longer report - they merely repost. The Center for Investigative Reporting (CIR) is different. They arm the public with thoroughly reported stories that offer deep explanations of complex issues - from the environment to immigration, government accountability, education, health, campaign finance and more. And they cover those stories locally, nationally and internationally. Founded in 1977, CIR is the nation's oldest nonprofit investigative reporting organization - producing multimedia reporting that enables people to demand accountability from government, corporations and others in power. CIR's newest venture, the award winning California Watch, is the largest investigative team in the state. Their staff includes highly-skilled reporters who know how to cultivate sources and find hidden information; engineers and analysts who create sophisticated news apps, interactive maps and tools to help the public understand issues from the macro to the micro level; and radio, video and multimedia producers who create engaging documentaries, videos and animated features to demystify complex topics. CIR's distribution and engagement team then works to deliver this information across hundreds of outlets and to engage their readers, listeners, viewers, and those most impacted by their reporting in the search for solutions. The organization's stories appear in hundreds of news outlets including NPR News, PBS Frontline, PBS NEWSHOUR, The Los Angeles Times, The New York Times, Washington Post, The San Francisco Chronicle, The Sacramento Bee, The Daily Beast, MinnPost and American Public Media's Marketplace.

Intro-Blue LLC develops an artificial intelligence platform that matches corporate executives with the institutional investors. It specializes in financial technology, capital markets, match making and corporate access. The company was founded by Peter Wright in 2016 and is headquartered in Needham, MA.

Stf Management LP provides investment advice. The private company is based in Frisco, TX and has subsidiaries in the United States. The CEOs are Jonathan Molchan, Thomas L. Campbell. The company was founded in 2014.

Part of BWG Strategy LLC, OTR Global LLC is an investment advisor founded in 1995. The company is based in Purchase, NY. OTR Global provides research services for various industries such as consumer, retail, healthcare, and technology. The company offers field force conferences, research reports, and custom research. The company's methodology includes compliance and industry sources. OTR Global trademarks include OTR, OTR Primary Intelligence, OTR Field Force, and Off the Record Research. OTR Global was acquired by BWG Strategy LLC from OTR Global Holdings II, Inc. on March 13, 2023.