Broker Check
SOUTHWEST

Southern California, Southern Nevada, UT

Joe Carey

Joe Carey

Internal Sales Associate - South Central Region

Plan Name | Plan Type | SDBA Provider

AAA Northern California | SDBA | Fidelity BrokerageLink

Adobe Systems | SDBA | TDAmeritrade SDBA

Aerojet | SDBA | Fidelity BrokerageLink

Apple, Inc. | SDBA | Empower Brokerage Services with Schwab PCRA

AT&T | SDBA | Fidelity BrokerageLink (limited to 50%)

Avaya | SDBA | Fidelity BrokerageLink

Biola University | SDBA | TDAmeritrade SDBA

Broadcom | SDBA | Fidelity BrokerageLink

California Emergency Physi | SDBA | Schwab PCRA

California State University S | SDBA | Fidelity BrokerageLink

CalTech (Jet Propulsion Lab | SDBA | TIAA

Cedars-Sinai Medical Cente | SDBA | TDAmeritrade SDBA

Chevron | SDBA | Fidelity BrokerageLink (limited to 50%)

Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink

City and County of San Fran | SDBA | Prudential SDBA

City of Los Angeles 457 | SDBA | Schwab PCRA

City of Oakland | SDBA | TDAmeritrade SDBA

City of San Jose | SDBA | Voya with TDAmeritrade SDBA

City of Santa Clara 457 | SDBA | TDAmeritrade SDBA

Claremont Colleges | SDBA | TIAA SDBA

Clorox | SDBA | TDAmeritrade SDBA

Community Hospital of the Monterey Peninsula (CHOMP) | SDBA | Transamerica with Schwab PCRA

County of Orange, CA 457 | Non-Discretionary | TDAmeritrade SDBA

County of Los Angeles Horizons 457 | Non-Discretionary | Schwab PCRA

County of San Diego | SDBA | Schwab PCRA

Dignity Health | SDBA | Fidelity BrokerageLink

East Bay MUD (EBMUD) | SDBA | Fidelity BrokerageLink

Edison International 401k | SDBA | Schwab PCRA

Edwards Lifesciences Corp | SDBA | TDAmeritrade SDBA

Facebook, Inc. | SDBA | Fidelity BrokerageLink

Flextronics International US | SDBA | Fidelity BrokerageLink

Freescale Semiconductor, I | SDBA | Alight (Hewitt) SDBA

Fujitsu | SDBA | TDAmeritrade SDBA

General Atomics | SDBA | TDAmeritrade SDBA

Golden State Foods, Inc. | SDBA | TDAmeritrade SDBA

Google Inc. | SDBA | TDAmeritrade SDBA

Group Health Permanente | SDBA | Schwab PCRA

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Honda Motor Co. | SDBA | Fidelity BrokerageLink

Hyundai Motors USA | SDBA | Fidelity BrokerageLink

Intel (401k only) | SDBA | Fidelity BrokerageLink

Intuit, Inc. | SDBA | Schwab PCRA

John Muir Health | SDBA | TDAmeritrade SDBA

Kaiser Permanente (Nurses | SDBA | TDAmeritrade SDBA

Kaiser Permanente (Physicians & Management) | SDBA | Fidelity BrokerageLink & Schwab PCRA

KLA-Tencor | SDBA | Fidelity BrokerageLink

Lam Research | SDBA | Fidelity BrokerageLink

Lawrence Livermore Labs (L | SDBA | Fidelity BrokerageLink

Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA

Loyola Marymount Universi | SDBA | Schwab PCRA

McKesson Corporation | SDBA | Fidelity BrokerageLink

Netflix, Inc. | SDBA | Fidelity BrokerageLink

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

Oracle Corporation | SDBA | Fidelity BrokerageLink

PG&E (Pacific Gas & Electric) | SDBA | Fidelity BrokerageLink

Qualcomm 401k | SDBA | Fidelity BrokerageLink

Roche & Genentech, Inc. | SDBA | Fidelity BrokerageLink

SalesForce | SDBA | Fidelity BrokerageLink

Sanmina | SDBA | Fidelity BrokerageLink

Scripps Research Institute | SDBA | Fidelity BrokerageLink

Sempra Energy (SoCal Gas & San Diego Gas&Energy) | SDBA | Schwab PCRA

Shriners Hospital | SDBA | Schwab PCRA

Solar Turbines Incorporated | SDBA | Alight (Hewitt) SDBA

Sony Pictures Entertainmen | SDBA | Schwab PCRA

Southern California Edison | SDBA | Schwab PCRA

Southern California Permanente (Kaiser SoCal) | SDBA | Schwab PCRA (Physicians); TDAmeritrade SDBAfor everyone else

St. Joseph Health Orange C | SDBA | Fidelity BrokerageLink

St. Jude Medical, Inc. | SDBA | Fidelity BrokerageLink

Stanford Hospital and Clinic | SDBA | Schwab PCRA

Stanford University | SDBA | Fidelity BrokerageLink

State of California - CA Savings Plus Program401k and 457 | SDBA | Schwab PCRA

Takeda Pharmaceuticals No | SDBA | Fidelity BrokerageLink

Union Bank | SDBA | Prudential SDBA

University of California Retirement System(457, 403b & DCP) | SDBA | Fidelity BrokerageLink

University of San Diego | SDBA | TIAA SDBA

University of Southern California Retirement Savings Program | SDBA | Fidelity BrokerageLink; TIAA SDBA; TDAmeritradeSDBA (for Vanguard)

Viasat | SDBA | Empower Brokerage Services

Visa Inc. | SDBA | Fidelity BrokerageLink

VMWare | SDBA | Fidelity BrokerageLink

VSP | SDBA | Prudential SDBA

Warner Brothers Entertain | SDBA | Fidelity BrokerageLink

Western Digital | Non-Discretionary | Schwab PCRA

Plan Name | Plan Type | SDBA Provider

Boyd Gaming | SDBA | Prudential SDBA

Clark County School District | SDBA | Aspire

Eldorado Resorts | SDBA | Schwab PCRA

IGT | Non-Discretionary | Fidelity BrokerageLink

Nevada System of Higher Education (UNLV,UNR, etc.) | SDBA | TIAA SDBA

NV Energy | SDBA | TDAmeritrade SDBA

Scientific Games Corporatio | SDBA | Fidelity BrokerageLink

State of Nevada Deferred C | Non-Discretionary | TDAmeritrade SDBA

St. Rose Dominican/Dignity Health | SDBA | Fidelity BrokerageLink

Universal Health Services | SDBA | Fidelity BrokerageLink

Washoe County | SDBA | Aspire

Plan Name | Plan Type | SDBA Provider

CHG Companies, Inc 401k | SDBA | Fidelity BrokerageLink

CenturyLink | SDBA | Schwab PCRA

Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink

Dixie State University | SDBA | TIAA SDBA

Edwards Lifesciences Corp | SDBA | TDAmeritrade SDBA

Fresenius Medical Care | SDBA | Schwab PCRA

Intermountain Health Care | SDBA | Schwab PCRA

L3/Harris | SDBA | Fidelity BrokerageLink

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

OOCL (USA) Inc. 401k Saving | SDBA | Schwab PCRA

Revere Health (formerly Ce | SDBA | Prudential SDBA

Pacificorp. / Rocky Mountai | SDBA | Empower Brokerage Services

State of Utah (Utah Retirement Systems401k) - URS | SDBA | Schwab PCRA

University of Utah (Hospital | SDBA | Fidelity BrokerageLink or TIAA SDBA

Utah State University | SDBA | Fidelity BrokerageLink

Utah Transit Authority | SDBA | TDAmeritrade SDBA

Vista Outdoor | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

ACCENTURE LLP | SDBA | Alight (Hewitt) SDBA

Adobe Systems | SDBA | TDAmeritrade SDBA

Adventists Health (AHRP) | SDBA | Alight (Hewitt) SDBA

AEGON USA, LLC | SDBA | Schwab PCRA

Air Products and Chemicals, | SDBA | Fidelity BrokerageLink

Alaska Airlines Co. (pilots o | SDBA | Fidelity BrokerageLink

Alcatel-Lucent | SDBA | Alight (Hewitt) SDBA

Alcoa Inc. | SDBA | Schwab PCRA

Allianz of America Corporat | SDBA | Alight (Hewitt) SDBA

Amazon | Non-Discretionary | Fidelity BrokerageLink

America West Holdings Cor | SDBA | Fidelity BrokerageLink

American Airlines | SDBA | Fidelity BrokerageLink

American BAR Association | SDBA | TDAmeritrade SDBA SDBA

AOL Inc. | SDBA | Fidelity BrokerageLink

AON Corporation | SDBA | Alight (Hewitt) SDBA

Apple, Inc. | SDBA | Schwab PCRA

Asante Health | SDBA | Schwab PCRA

AT&T | SDBA | Fidelity BrokerageLink

Atlas Air | SDBA | Fidelity BrokerageLink

Avaya, Inc. | SDBA | Fidelity BrokerageLink

BAE Systems, Inc. | SDBA | Alight (Hewitt) SDBA

Banner Health | SDBA | Fidelity BrokerageLink

Baxter International, Inc. | SDBA | Schwab PCRA

BB&T | SDBA | TDAmeritrade SDBA

Blue Cross/Blue Shield (cert | SDBA | Fidelity BrokerageLink

Booz Allen Hamilton, Inc. | SDBA | TDAmeritrade SDBA

Brown & Brown Insurance | SDBA | Schwab PCRA

Cadence Design Systems, Inc. | SDBA | JP Morgan / CISC

Caterpillar, Inc. | SDBA | Alight (Hewitt) SDBA

CenturyLink/Qwest CommunicationsInternational Inc. | SDBA | Schwab PCRA

Chevron | SDBA | Fidelity BrokerageLink

Chick-Fil-A | SDBA | Fidelity BrokerageLink

Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink

Clorox | SDBA | TDAmeritrade SDBA

Constellation Brands | SDBA | TDAmeritrade SDBA

Continental Airlines, Inc. | SDBA | Alight (Hewitt) SDBA or Schwab PCRA

Danaher Corporation | SDBA | Fidelity BrokerageLink

Deere & Company | SDBA | Fidelity BrokerageLink

Delta Air Lines, Inc. (All Pla | SDBA | Fidelity BrokerageLink

Devon Energy Corporation | SDBA | Fidelity BrokerageLink

DIRECTV | SDBA | TDAmeritrade SDBA

Dow Chemical | SDBA | Fidelity BrokerageLink

Duke Energy Corporation | SDBA | Fidelity BrokerageLink

Eastman Chemical Company | SDBA | Fidelity BrokerageLink

Electronic Arts (EA) Sports | SDBA | Schwab PCRA

Electronic Data Systems, LLC | SDBA | Schwab PCRA

Eli Lilly and Company | SDBA | Alight (Hewitt) SDBA

Energy Future Holdings Cor | SDBA | Fidelity BrokerageLink

Engility Corp | SDBA | TDAmeritrade SDBA

Expedia, Inc. | SDBA | Fidelity BrokerageLink

Fair Isaac | SDBA | Fidelity BrokerageLink

Fluor Corporation | SDBA | Alight (Hewitt) SDBA

Fortive Corporation | SDBA | Fidelity BrokerageLink

Frontier Communications | SDBA | Fidelity BrokerageLink

Fujitsu Management Servic | SDBA | Fidelity BrokerageLink

General Dynamics | SDBA | Fidelity BrokerageLink

General Mills, Inc. | SDBA | Alight (Hewitt) SDBA

Georgia-Pacific | SDBA | Alight (Hewitt) SDBA

Goodrich Corporation | SDBA | Fidelity BrokerageLink

Google Inc. | SDBA | TDAmeritrade SDBA

Grady Memorial Hospital (4 | SDBA | Schwab PCRA

Groupon | SDBA | Fidelity BrokerageLink

H&R Block, Inc. | SDBA | Fidelity BrokerageLink

Harley-Davidson | SDBA | Fidelity BrokerageLink

Harris Corp. | SDBA | Fidelity BrokerageLink

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Hilton Hotels | SDBA | Schwab PCRA

Home Depot | SDBA | Schwab PCRA

Home Depot, Inc. | SDBA | Schwab PCRA

Humana, Inc. | SDBA | Schwab PCRA

Ingersol-Rand | SDBA | Fidelity BrokerageLink

Ingram Micro | SDBA | Fidelity BrokerageLink

Interna  onal Paper Compan | SDBA | Empower Brokerage Services Brokerage Services

Intuit, Inc. | SDBA | Schwab PCRA

JetBlue | SDBA | Schwab PCRA

Kimberly-Clark Corporation | SDBA | Alight (Hewitt) SDBA

Kinder Morgan | SDBA | Empower Brokerage Services

Koch Industries Inc. | SDBA | Alight (Hewitt) SDBA

Kodak | SDBA | Schwab PCRA

Lam Research | SDBA | Fidelity BrokerageLink

Lawrence Livermore Labs (L | SDBA | Fidelity BrokerageLink

Legacy Health Service | SDBA | TDAmeritrade SDBA

Limited Brands, Inc. | SDBA | Alight (Hewitt) SDBA

LinkedIn Corporation | SDBA | Fidelity BrokerageLink

Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA

Marathon Petroleum Comp | SDBA | Fidelity BrokerageLink

Mastercard | SDBA | TDAmeritrade SDBA

Mayo Clinic | SDBA | Fidelity BrokerageLink

McKesson Corporation | SDBA | Fidelity BrokerageLink

MedAmerica, Inc. | SDBA | Schwab PCRA

Mednax | SDBA | Fidelity BrokerageLink

Medtronic | SDBA | Fidelity BrokerageLink

Merck | SDBA | Fidelity BrokerageLink

Micron Technologies | SDBA | Fidelity BrokerageLink

Rural Electric Cooperative Association (NRECA - most co-ops) | SDBA | TDAmeritrade SDBA

Nationwide Mutual Insuran | SDBA | Fidelity BrokerageLink

NCR | SDBA | Fidelity BrokerageLink

Nestle USA, Inc. | SDBA | TDAmeritrade SDBA

Netflix, Inc. | SDBA | Fidelity BrokerageLink

Newell- Rubbermaid | Non-Discretionary | Fidelity BrokeageLink

Nike | SDBA | Fidelity BrokerageLink

NOKIA, INC. | SDBA | Fidelity BrokerageLink

Northeast Utilities Service | SDBA | Fidelity BrokerageLink

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

Nucor Corporation | SDBA | Fidelity BrokerageLink

NuStar GP, LLC | SDBA | Schwab PCRA

NVIDIA | SDBA | Fidelity BrokerageLink

Office Depot | SDBA | Fidelity BrokerageLink

Oldcastle Materials, Inc. | SDBA | Fidelity BrokerageLink

Oracle Corporation | SDBA | Fidelity BrokerageLink

OrbitalATK | SDBA | Fidelity BrokerageLink

Piedmont Hospital (401k) | SDBA | Fidelity BrokerageLink

Qualcomm 401k | SDBA | Fidelity BrokerageLink

QVC, Inc. | SDBA | Fidelity BrokerageLink

RBC USA Holding Corporatio | SDBA | Fidelity BrokerageLink

Reed Elsevier, Inc. | SDBA | Empower Brokerage Services

Reynolds American, Inc. | SDBA | Fidelity BrokerageLink

Roche & Genentech, Inc. | SDBA | Fidelity BrokerageLink

Sanmina | SDBA | Fidelity BrokerageLink

Sanofi U.S. Inc. | SDBA | Schwab PCRA

SAP America | SDBA | TDAmeritrade SDBA

Schlumberger Technology C | SDBA | Alight (Hewitt) SDBA

Sears, Roebuck and Co. | SDBA | Alight (Hewitt) SDBA

Shell Oil Company | SDBA | Fidelity BrokerageLink

Siemens Corporation | SDBA | Alight (Hewitt) SDBA

Smiths Group Services Corp | SDBA | Fidelity BrokerageLink

Southwest Airlines Co. (Pilo | SDBA | Schwab PCRA

Spirit Airlines (Pilots only) | SDBA | Schwab PCRA

Sprint Nextel Corporation | SDBA | Fidelity BrokerageLink

SRA International, Inc. | SDBA | Fidelity BrokerageLink

State Street Corporation | SDBA | Fidelity BrokerageLink

Taylor Made | SDBA | Schwab PCRA

Teledyne Technologies Inco | SDBA | Fidelity BrokerageLink

Tenet Healthcare Corporati | SDBA | Fidelity BrokerageLink

Teradyne, Inc. & Subsidiarie | SDBA | Fidelity BrokerageLink

Texas Instruments Incorpor | SDBA | Fidelity BrokerageLink

The American National Red | SDBA | Alight (Hewitt) SDBA

The Charles Schwab Corpor | SDBA | Schwab PCRA

The Goodyear Tired & Rubb | SDBA | Schwab PCRA

The Interpublic Group of Co | SDBA | Empower Brokerage Services

The McGraw-Hill Companie | SDBA | Alight (Hewitt) SDBA

The Permanente Medical Gr | SDBA | Fidelity BrokerageLink

The Permanente Northwest | SDBA | Fidelity BrokerageLink

The Progressive Corporation and ItsParticipating Subsidiaries | SDBA | Fidelity BrokerageLink

The Travelers Companies, Inc. | SDBA | Fidelity BrokerageLink

The Williams Companies, Inc. | SDBA | Fidelity BrokerageLink

Time Warner Cable, Inc. | SDBA | Fidelity BrokerageLink

Time Warner, Inc. | SDBA | Fidelity BrokerageLink

Unilever United States, Inc. | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (all ot | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (Pilots | SDBA | Schwab PCRA

United Healthcare Group | SDBA | Fidelity BrokerageLink

United Launch Alliance | SDBA | TDAmeritrade SDBA

UPS (most plans) | SDBA | TDAmeritrade SDBA or Fidelity BrokerageLink

US Airways, Inc. | SDBA | Fidelity BrokerageLink

Visa Inc. | SDBA | Fidelity BrokerageLink

VMWare | SDBA | Fidelity BrokerageLink

Whole Foods Market | SDBA | Fidelity BrokerageLink

Workday, Inc. | SDBA | Fidelity BrokerageLink

Xilinx | SDBA | Schwab PCRA