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1
Kameron
Jones
Kameron Jones - Southern California
1/15/2019
12/2/2020 12:00 AM
$30,000.00
$30,000.00
6
$13,000.00
$17,000.00
Fred Barstein
Funded
California (213,323,626) - Los Angeles and Area to the East, (310,424) - Santa Monica and Surrounding Area, (619,858,949) - San Diego and Areas to the North, (657,714,909,951) - Anaheim, San Bernardino, & Riverside Areas
5
Michael
Pierce
Mike Pierce - Maryland (Baltimore)
3/25/2019
9/30/2020 12:00 AM
$6,250.00
$6,250.00
4
$4,900.00
$1,350.00
Jeff Weber
Funded
Maryland (State with a focus on Baltimore) - $7M - $25M Waiting for TPSU program completeion
45
Marco
Melero
Marco Melero - Dallas / Houston - $7M-$20M
7/24/2019
6/3/2020 12:00 AM
$9,250.00
$9,250.00
5
$6,500.00
$2,750.00
Jeff Weber
Funded
Texas (214,469,682,817,972) - Dallas, (281,713,832) - Houston and Surrounding Area
49
Chris
Thixton, C(k)P
Chris Thixton - National (Over $10M)
5/20/2020
6/16/2021 12:00 AM
$134,375.00
$26,375.00
17
$39,350.00
$95,025.00
Fred Barstein
Funded
All areas except (over $10M in assets): NW like WA state & OR, Bay Area (SF/N CA), S Cal, S Fl (Tampa/Orlando/Jax ok), DC area north to New England, Chicago, Minneapolis NOTE: FOR 2021, 36 MEETINGS @ $3,000.00(EST)EY NO Attys, CPAs, Finance co’s, Colleges using TIAA, Vanguard plans, Focus on targete...
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