FIXED-INCOME PRODUCTS

Brand Owner (click to sort) Address Description
ADVISING WITH PURPOSE AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
ASSETMARK Genworth Financial Wealth Management, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
ASSETMARK AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE. AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
LEAD WITH PURPOSE AssetMark, Inc. 1655 Grant Street, 10th Floor
Concord CA 94520
Financial services, investment counseling and portfolio ...
LEADING WITH PURPOSE AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
NAVISIGHT Genworth Financial Wealth Management, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial and investment services, investment advisory, ...
PURPOSE-BASED ADVISOR AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
PURPOSE-BASED PLANNING AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
SAVOS Genworth Financial Wealth Management, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial and investment services, investment advisory, ...
SAVOS AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial and investment services, investment advisory, ...
SAVOS INVESTMENTS AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial and investment services, investment advisory, ...
STOCK4 The Keitz Group LLC Suite 100
100 West Ave.
Jenkintown PA 19046
Clearing and reconciling financial transactions via ...
STOCKFOR The Keitz Group LLC 100 West Ave. Suite 100
100 West Ave.
Jenkintown PA 19046
Clearing and reconciling financial transactions via ...
VANTAGEMARK Genworth Financial Wealth Management, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial and investment services, investment advisory, ...
VERASTAR Genworth Financial Wealth Management, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial and investment services, investment advisory, ...
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. An apparatus and process (collectively the "system") for conducting and managing the primary offering of fixed income securities, specifically, but not exclusively, fixed rate municipal bonds at different prices for like maturities over electronic networks, particularly, but not exclusively, the Internet, is disclosed. A differential commission method for the distribution of primary market fixed income securities, including the steps of: (a) purchasing from an issuer, by an underwriter, at least one fixed income security on the primary market; (b) offering the at least one fixed income security to at least one investor; (c) setting, by a first offerer, a price, including a commission, for the at least one fixed income security; (d) setting, by a subsequent offerer, a different price, including a different commission, for the at least one fixed income security; and (e) purchasing, by the at least one investor, the at least one fixed income security. The system includes the steps of: (1) building and maintaining an inquiry database; (2) building and maintaining a syndicate inputs database; (3) comparing the inquiry database with the syndicate inputs database; and (4) identifying matches between the data in the inquiry and the syndicate inputs database.