INVESTMENT ADVICE

Brand Owner (click to sort) Address Description
"1031 EXCHANGE ALTERNATIVES" Midwest Brokers, Inc. 226 S. Water Street Marine City MI 48039 Investment Advice, Investment Brokerage, Real Estate Brokerage, Real Estate Investment;1031 Exchange or Alternatives;
401K EXTRA GORDON, D'ANGELO 2809 South Lynnhaven Road Virginia Beach VA 23452 INVESTMENT ADVICE;401K;
401K OPTIMIZER Magellan Wealth Management 4170 Ashford Dunwoody Rd, Ste 480 Atlanta GA 30319 Investment advice;401K;
57 STARS 57 Stars 616 H Street, N.W., Suite 450 Washington DC 20001 Investment advice, consultation and management; investment of funds for others; equity capital investment; investment services, namely, asset acquisition, consultation, development and management services; capital investment services, and consulting in conjunction therewith;
57 STARS Aviva Capital International 616 H Street, N.W., Suite 450 Washington DC 20001 Investment advice, consultation and management; investment of funds for others; equity capital investment; investment services, namely, asset acquisition, consultation, development and management services; capital investment services, and consulting in conjunction therewith;
A HIGHER LEVEL OF WEALTH PLANNING AND MANAGEMENT Wealthkare.Com, Inc. 11898 Arrowhead Way Mount Union PA 17066 Investment Advice, Asset Management, Financial Planning, Retirement planning;
A HOME BUYER'S BROKER "I'M WORKING FOR YOU" RACINE, CONRAD D. 260 So. Los Robles Ave., #319 Pasadena CA 91101 A HOME BUYERS BROKER I AM WORKING FOR YOU;investment advice; real estate services, namely, brokerage, management; insurance, namely, brokerage, consultation; securities, namely, brokerage, financial investment; mortgage services, namely, brokerage;A HOME BUYER'S BROKER;The lining shown in the drawing of the mark is a feature of the mark and is not intended to indicate color.;
A PRIMARY SOURCE OR SECOND OPINION FOR YOUR INVESTMENT STRATEGY Howerdd Investment Properties P.O. Box 40060 Augusta GA 30909 Investment advice;
ACCUMULATION WEALTH PARTNERS M WEALTH MANAGEMENT 13520 Evening Creek Dr. North; Ste. 130 San Diego CA 92128 Investment advice; Investment advisory services; Investment consultancy; Financial services, namely, wealth management services;WEALTH PARTNERS;
ADAPTOR Adaptor Capital Management LP 520 Lenox Avenue Westfield, NJ 07090 Investment advice; Investment advice in the fields of public equities, private equity, hedge funds, and venture capital funds; Investment advisory services; Investment consultation in the fields of public equities, private equity, hedge funds, and venture capital funds; Investment management; Investment management in the fields of public equities, private equity, hedge funds, and venture capital funds; Investment of funds; Investment of funds for charitable purposes; Capital investment; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Public equity investment management;
ADAPTOR CAPITAL Adaptor Capital Management LP 520 Lenox Avenue Westfield, NJ 07090 Investment advice; Investment advice in the fields of public equities, private equity, hedge funds, and venture capital funds; Investment advisory services; Investment consultation in the fields of public equities, private equity, hedge funds, and venture capital funds; Investment management; Investment management in the fields of public equities, private equity, hedge funds, and venture capital funds; Investment of funds; Investment of funds for charitable purposes; Capital investment; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Public equity investment management;CAPITAL;
ADVICEWARE Farrow, Darrin B 26071 stone court westlake OH 44145 Investment advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;ADVICE WARE;
ADVICEWARE MORGAN ENTERPRISES OF WESTLAKE, INC. Suite 203 20006 Detroit Road Rocky River OH 44116 Investment advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;ADVICE WARE;
AGATE CAPITAL MANAGEMENT Agate Capital Management Suite 230 13636 Ventura Boulevard Sherman Oaks CA 91423 Investment advice;Collection, preparation, composition, processing, acquisition and provision of business information, data, statistics and indices;CAPITAL MANAGEMENT;
AGATE SHARES Agate Capital Management Suite 230 13636 Ventura Boulevard Sherman Oaks CA 91423 Investment advice;Collection, preparation, composition, processing, acquisition and provision of business information, data, statistics and indices;SHARES;
ALLEN CAPITAL MARKETS Allen Capital Markets 11 Greenwich Cove Drive Old Greenwich CT 06870 INVESTMENT ADVICE, INVESTMENT BANKING AND INVESTMENT CONSULTATION SERVICES;CAPITAL MARKETS;
ALM FIRST ALM First Financial Advisors 2911 Turtle Creek Blvd., Suite 500 Dallas TX 75219 Investment advice, investment management, financial consulting and financial advisory services for credit unions;ALM;
ALM FIRST EXPERT ADVICE. PREMIER SERVICE. ALM First Financial Advisors 2911 Turtle Creek Blvd., Suite 500 Dallas TX 75219 investment advice, investment management, financial consulting and financial advisory services for others;ASSET LIABILITY MANAGEMENT 1ST EXPERT ADVICE PREMIER SERVICE;ALM and EXPERT ADVICE PREMIER SERVICE;The stippling in the drawing indicates different shades of color and is not a feature of the mark and does not indicate color.;
ALMFIRST ALM First Financial Advisors 2911 Turtle Creek Blvd., Suite 500 Dallas TX 75219 investment advice, investment management, financial consulting and financial advisory services for others;ASSET LIABILITY MANAGEMENT 1ST;The stippling in the drawing indicates different shades of color and is not a feature of the mark and does not indicate color.;
ALPHA BRANDS Clark, Eric M. 1960 Cobalt Drive 1960 Cobal Carlsbad CA 92009 Investment advice; Investment consultation; Investment management; Financial investment brokerage services; Mutual fund investment; Mutual funds and capital investment; Securities trading and investing services for others via the internet;BRANDS;
ALPHA INNOVATIONS Laureate Global Ventures 36 Durand Road Maplewood NJ 07040 Investment advice; Investment advisory services; Investment by electronic means; Investment consultancy; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment; Capital investment services; Commodity investment advice; Equity capital investment; Financial asset management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Global investment research services; Hedge fund investment services; Management of a capital investment fund; Mutual fund advisory services; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate funds investment services;
ALPHA TECHNOLOGIES GROUP, INC. ALPHA TECHNOLOGIES GROUP, INC. 115 CAMPBELL STREET SUITE 100B GENEVA IL 60134 investment advice;TECHNOLOGIES GROUP, INC.;
ALTANET FUNDS Baker 500 601 Carlson Parkway Suite 1050 Minnetonka MN 55305 Investment advice; mutual fund investment services;FUNDS;
AMAS SECURITIES AMAS Securities Inc. Morris, Downing & Sherred One Main Street Newton NJ 07860 investment advice; financial investment in the field of securities;SECURITIES;The English translation of AMAS is prosperity.;
AMAS SECURITIES AMAS Securities Inc. Morris, Downing & Sherred One Main Street Newton NJ 07860 investment advice; financial investment in the field of securities;SECURITIES;The translation of AMAS is prosperity.;
AMERIC Vito, Robert 1434 Sugartown Road Berwyn PA 19312 investment advice, investment banking services, investment brokerage, investment consultation, investment management, and investment of funds for others;
AMERICA'S CHOICE FOR OPPORTUNITY ZONE INVESTING Genovese, Gregory W 2401 Warren Rd Walnut Creek CA 94595 Investment advice; Investment advice in the fields of opportunity zones; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment consultation in the fields of opportunity zones; Investment management; Investment management in the fields of securities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of securities; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of opportunity zones; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial information provided by electronic means in the field of opportunity zones; Financial management in the field of opportunity zones; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services;AMERICA'S AND OPPORTUNITY ZONE INVESTING;
AMERICA'S OPPORTUNITY ZONE EXPERTS Genovese, Gregory W 2401 Warren Rd Walnut Creek CA 94595 Investment advice; Investment advice in the fields of opportunity zones; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment consultation in the fields of opportunity zones; Investment management; Investment management in the fields of securities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of securities; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of opportunity zones; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial information provided by electronic means in the field of opportunity zones; Financial management in the field of opportunity zones; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services;
AMERICA'S OPPORTUNITY ZONE EXPERTS Sound West Realty Capital 3463 State Street #326 Santa Barbara CA 93105 Investment advice; Investment advice in the fields of opportunity zones; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy;Investment consultation; Investment consultation in the fields of opportunity zones; Investment management; Investment management in the fields of securities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others;Investment of funds for others in the fields of securities; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds;Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment;Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Commodity investment advice;Consultancy of capital investment; Consultation in art as an investment;Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of opportunity zones;Financial investment services, namely, administering the issuance,underwriting and distribution of securities; Financial and investment services, namely, asset and investment acquisition, consultation,advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial information provided by electronic means in the field of opportunity zones; Financial management in the field of opportunity zones; Financial planning and investment advisory services;Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely,investment fund transfer and transaction services; Financial services,namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds,cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network;Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a creditor debit card over a global data network; Financial services, namely,coordination, within a single account, of an investment portfolio's maintenance, trading, re-balancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products;Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder;Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment;Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance,financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services;Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services;
AMERICA-FIRST FUNDS Model Capital Management 60 State St. Suite 700 Boston MA 02109 Investment advice; Investment advisory services; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Equity capital investment; Financial investment analysis and stock research; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Funds investment; Mutual fund investment; Mutual funds and capital investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Public equity investment management;FUNDS;
AMERICA-FIRST PORTFOLIOS Model Capital Management 60 State St. Suite 700 Boston MA 02109 Investment advice; Investment advisory services; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment brokerage; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; Providing investors with financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management; Securities trading and investing services for others via the internet;PORTFOLIOS;
APPROACH RETIREMENT ADVISORS Approach Retirement Advisors Suite 150 3928 Cypress Drive Vestavia Hills AL 35243 Investment advice; Financial planning for retirement;RETIREMENT ADVISORS;
AQI VENTURES AQI Capital Management 2121 Natomas Crossing Drive # 200-218 Sacramento CA 95834 Investment advice; investment consultancy; investment advisory services; advice relating to investments; investment of funds; investment management; none of the foregoing including financial credit scoring services;VENTURES;
AQUARIAN HOLDINGS Aquarian Holdings 40 10th Avenue, 6th Floor New York NY 10014 Investment advice, insurance and investment management, investment consultation and investment of funds for captive accounts and third-party accounts, including private and public equity, real estate, and debt investment services; debt and private equity financing services;HOLDINGS;
ARBOR CAPITAL MANAGEMENT, INC. Arbor Capital Management, Inc. 310 K Street, Suite 200 Anchorage AK 99501 Investment advice;ARBOR CAPITAL MANAGEMENT INCORPORATED;CAPITAL MANAGEMENT, INC.,;
ARE YOU A BELIEVER Diary Of A Made Man 8 The Green, Ste. A Dover DE 19901 Investment advice; Investment advice in the fields of cryptocurrencies; Investment consultation; Investment consultation in the fields of cryptocurrencies; Investment management; Investment management in the fields of cryptocurrencies;
ATALO CAPITAL Atalo Capital 250 Park Avenue, 7th Floor New York NY 10177 Investment advice; Investment management; Investment of funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Public equity investment management;The English translation of ATALO in the mark is YOUTHFUL.;CAPITAL;
ATLAS MERCHANT CAPITAL Atlas Merchant Capital 477 Madison Avenue, 22nd Floor New York NY 10022 Investment advice, investment management, investment consultation, investment of funds for others, management of private equity funds, private equity consultant services, private equity fund investment services, excluding venture capital services provided to companies in the fields of technology, e-commerce, telecommunications, computing and life sciences;MERCHANT CAPITAL;
AZINI Azini Capital Partners LLP Kingston upon Thames Surrey House, Eden Street Surrey KT11ER United Kingdom Investment advice; Investment management; Establishing mutual funds for others; Management of a capital investment fund; Management of private equity funds; Corporate finance services, namely, consultation in the field of capital structure; Financial services, namely, business fund raising provided over a computer network such as the Internet; Venture capital services, namely, providing financing to emerging and start-up companies; Business finance procurement services;
BABY BEAR PORTFOLIO Publica Press 300 Queen Anne Avenue North #456 Seattle WA 98109 Investment advice; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;PORTFOLIO;
BACH EQUITY Bach Equity 1141 Ringwood Ct STE 80 San Jose CA 95131 Investment advice; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Capital investment; Capital investment services; Equity capital investment; Financial investment in the field of real estate; Financial management in the field of real estate; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Funds investment; Hedge fund investment services; Management of a capital investment fund; Private equity fund investment services; Providing venture capital, development capital, private equity and investment funding; Real estate investment services; Real estate investment trust services; Real estate funds investment services; Trust services, namely, investment and trust company services;
BAGS CULTURE COMMUNITY CASH The AMP Community Inc. 165 Mercer St., 2 Fl. New York NY 10012 Investment advice; Investment advisory services; Lending consultant services; Capital investment consulting; Consultancy of capital investment; Financial information provided by electronic means in the field of commercial lending; Financial information provided by electronic means in the field of equity financing; Financial information provided by electronic means in the field of debt financing; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Investment advice in the fields of private equity, public equity and debt financing;
BAILEY BROOK FARM WILLIAM A KELLY 10 Forbes Road Braintree MA 02184 Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds;
BAKER 500 Baker Capital 601 Carlson Parkway Suite 1050 Minnetonka MN 55305 Investment advice; mutual fund investment services;500;
BARNETT CAPITAL ADVISORS, INC. BARNETT BANKS, INC. P.O. BOX 40789 100 LAURA STREET JACKSONVILLE FL 32231 investment advice;INC.;
BAY STREET CAPITAL HOLDINGS Bay Street Capital Holdings 410 Sheridian Ave., Apt. 107 Palo Alto CA 94306 Investment advice; Investment consultancy; Investment consultation; Investment management; Investment of funds; Capital investment services; Consultancy of capital investment; Financial services, namely, wealth management services; Funds investment; Investment advice in the fields of institutional investment, defined contribution plans for title IV colleges and universities, and wealth management services for high net worth families; Investment consultation in the fields of institutional investment, defined contribution plans for title IV colleges and universities, and wealth management services for high net worth families; Investment management in the fields of institutional investment, defined contribution plans for title IV colleges and universities, and wealth management services for high net worth families;CAPITAL HOLDINGS;
BETA BALANCED EXACT Strategies Suite 300 822 Fairlawn OH 44333 Investment advice; Investment advisory services; Investment by electronic means; Investment management; Investment of funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Mutual fund investment;
BITS OF STOCK Emcee Invest, Inc 142 W. 57th Street New York NY 10019 Investment advice; Investment consultancy;
BLACK SWIFT Black Swift Partners 1705 Sunset Blvd Boulder CO 80304 Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Providing investors with financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing venture capital, development capital, private equity and investment funding;
BOLT INVESTMENT GROUP BOLT INVESTMENT GROUP 17501 TIMBERLINE CT Norman OK 73071 Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice relating to investments; Consultancy of capital investment; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs;INVESTMENT GROUP;
BONE FIDE WEALTH Bone Fide Wealth 450 Edgewood Avenue Westfield NJ 07090 Investment advice; Investment brokerage; Investment consultation; Investment management; Financial advisory and consultancy services, namely, investment planning, estate planning, insurance planning, tax panning; Financial planning, namely, comprehensive financial planning for individuals; Financial risk management consultation; Funds investment; Providing financial assessment services to individuals and businesses; Providing financial consultation services to individuals and businesses; Providing financial information services to individuals and businesses;WEALTH;
BREAKWATER CAPITAL Pollard Ross M 251 N. Rose Street suite 200 KALAMAZOO MI 49007 Investment advice; Investment advisory services; Investment consultation; Investment management; Advice on finance during retirement; Brokerage services in the field of securities and commodities investing; Financial consulting services, namely, expert analysis in finance; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information in the field of personal finance; Securities trading and investing services for others via the internet;
BROOKLYN BOMBERS LLC Brooklyn Bombers 4951 Windsor Park Sarasota FL 342352610 Investment advice, investment management services and an investment club;LLC;
BULLS EYE CAPITAL INVESTING Wolter, Dustin Michael 9920 Armitage Avenue Melrose Park IL 60164 Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment management; Investment of funds; Brokerage services in the field of securities and commodities investing; Capital investment; Commodity investment advice; Financial investment brokerage services; Funds investment; Mutual fund investment;
CALVERT DIGEST CALVERT INVESTMENTS, INC. 4550 Montgomery Ave. Bethesda MD 20814 Investment advice;CALVERT;DIGEST;
CALVERT INVESTMENTS Calvert Group, Ltd. Suite 1000N 4550 Montgomery Ave. Bethesda MD 20814 Investment advice;CALVERT;INVESTMENTS;
CALVERT LEADER CALVERT INVESTMENTS, INC. 4550 Montgomery Ave. Bethesda MD 20814 Investment advice;
CALVERT SNAPSHOTS CALVERT INVESTMENTS, INC. 4550 Montgomery Ave. Bethesda MD 20814 Investment advice;CALVERT SNAP SHOTS;CALVERT;SNAPSHOTS;
CAPITAL DIRECTIONS THE PNC FINANCIAL SERVICES GROUP, INC. Mail Stop PT-PTWR-18-1 Tower at PNC, 300 Fifth Avenue Pittsburgh PA 15222 investment advice, investment of funds for others, and investment management;CAPITAL;
CAPITAL PARTNERS TO THE ENTREPRENEUR Allen Capital Markets 11 Greenwich Cove Drive Old Greenwich CT 06870 INVESTMENT ADVICE, INVESTMENT BANKING AND INVESTMENT CONSULTATION SERVICES;
CAPITALIZE ON INDEPENDENCE Stephens Inc. 111 Center Street Little Rock AR 72201 investment advice, investment brokerage, financial planning, financial analysis and consultation, mortgage and loan brokering, business brokering, commodity trading for others, commodity trading advice, investment underwriting, corporate and public financing, real estate financing, capital investment consultation, cash management and mortgage banking;
CARDEN CAPITAL Carden Capital Suite 112 101 N. Acacia Avenue Solana Beach CA 92075 Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Funds investment; Hedge fund investment services; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; Public equity investment management;CAPITAL;
CASHING IN TAX FREE Four Dogs LLLP 8488 35th Ave N 8488 35th Ave N Saint Petersburg FL 33710 Investment advice; Investment advisory services; Investment brokerage; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Real estate acquisition services; Real estate agency services; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate equity sharing, namely, managing and arranging for co-ownership of real estate; Real estate funds investment services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate listing; Real estate management consultation; Real estate procurement for others; Real estate syndication; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Commercial and residential real estate agency services; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence services in the field of real estate; Financial investment in the field of private placements; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Providing investors with financial information; Providing real estate listings and real estate information via the Internet; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of real estate; Providing information in the field of real estate via the Internet; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate funds investment services; Residential real estate agency services;Real estate marketing analysis; Advertising of commercial or residential real estate; Business services, namely, matching potential private investors with entrepreneurs needing funding; Matching consumers with real estate professionals in the field of real estate services via computer network; Matching consumers with professionals in the field of private placements; Providing information pertaining to investors who qualify to purchase certain types of securities;
CEO BASED INVESTING Monjazi www.ceobasedinvesting.com 4115 Chasin St Oceanside CA 92056 Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; News reporting services in the field of financial news; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;INVESTING;
CHANGE TACK Customers' Yachts Advisers, Inc. 20th Floor 45 Rockefeller Plaza New York NY 10111 Investment advice; Investment advisory services; Investment management; Mutual funds and capital investment;
CHART A PERSONAL ASSET DIVERSIFICATION SERVICE Copeland Financial Services, Inc. 2 Tower Center East Brunswick NJ 08816 investment advice, mutual fund investment, insurance administration and administration of employee pension plans;A PERSONAL ASSET DIVERSIFICATION SERVICE;
CHATHAM WORLD INVESTORS PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 investment advice;INVESTORS;
CHICAGO EQUITY PARTNERS Chicago Equity Partners Suite 3800 180 N LaSalle Chicago IL 60601 Investment advice;CHICAGO EQUITY PARTNERS;
CHICAGO-NORTH SHORE AND WESTERN LINE Wild Associates, Inc. 2703 Asbury Ave. Evanston IL 60201 Investment advice; Investment consultation;CHICAGO-NORTH SHORE;
CHINANOW Kissane, Patrick J. 3920 Orloff Avenue Bronx NY 10463 Investment Advice;CHINA NOW;CHINA;
CHURCH FIRST CALIFORNIA BAPTIST FOUNDATION 3210 E. Guasti Road Suite 640 Ontario CA 91761 Investment advice; Investment advisory services; Investment consultancy; Investment of funds for others; Commercial lending services; Financial management; Financial asset management; Financing loans for churches and other religious nonprofit organizations; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;CHURCH;
CLEAN ROYALTIES Siltstone Capital 1801 Smith Street, Suite 2000 Houston TX 77005 Investment advice; Investment management; Investment of funds; Equity capital investment; Financial investment brokerage; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment;
COMMEND CAPITAL Commend Capital 5830 East 2nd St. #96470 Casper WY 82609 Investment advice; Investment advisory services; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Private equity fund investment services; Real estate investment consultancy; Real estate investment services;CAPITAL;
COMMITTED TO GROWING COMPANIES INCLINE MANAGEMENT, L.P. 625 Liberty Avenue, Suite 2300 Pittsburgh PA 15222 Investment advice; Investment management; Equity capital investment; Private equity consultant services;
COMMUNITY CAPITAL MANAGEMENT Community Capital Management, Inc. 2500 Weston Road, Suite 101 Weston FL 33331 Investment advice; Mutual fund management services;CAPITAL MANAGEMENT;
COMMUNITY IN SPACE Ocasio-Christian, Jose H. 6803 115th Court Southeast Newcastle WA 98056 Investment advice; investment consultancy; investment consultation; investment management; investment management of and distribution of variable annuities; investment of funds for others; capital investment consulting; financial consulting; financial investment brokerage; global investment research services;Economic development consulting in the field of space travel; promoting economic development in the field of space travel in all countries on earth and all states in the united states that have space and space related technologies;
COMPASS ADVISORY PROGRAM First Union Corporation, 3100 One First Union Center 301 S. College Street Charlotte NC 282880630 investment advice, namely, annuities counseling, mutual fund counseling and investment counseling;ADVISORY PROGRAM;
CONFLUX CAPITAL Conflux Capital 1048 Fulton Street 1048 Fulton Street SAN FRANCISCO CA 94117 Investment advice; Investment advice in the fields of private equity and venture capital; Investment advisory services; Investment banking services; Investment brokerage; Investment consultancy; Investment consultation; Investment consultation in the fields of private equity and venture capital; Investment management; Investment management in the fields of private equity and venture capital; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of private equity and venture capital; Advice relating to investments; Brokerage services for capital investments; Capital investment; Capital investment services; Equity capital investment; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Information, advisory, consultancy and research services relating to finance and investments; Merchant banking and investment banking services; Private equity fund investment services; Providing venture capital, development capital, private equity and investment funding;
CONNECT STORIES TO STATISTICS Bullet Point Network, L.P. 119 South B Street San Mateo CA 94401 Investment advice; financial services, namely, investment consultation; investment research, namely, providing information and research in the field of finance and financial investments;
CONSTANCY Constancy Investors Suite 200 65 Locust Avenue New Canaan CT 06840 Investment advice; investment advisory services; investment consultancy; investment consultation; investment management; investment of funds; capital investment; capital investment services; consultancy of capital investment; equity capital investment; funds investment; mutual fund investment;
CONTINENTAL ADVISORS Purcell, David P. Suite 5050 ADDRESS 227 West Monroe Chicago IL 60606 Investment advice, consultation and management for high net worth individuals and institutions.;ADVISORS;
COOPERSTONE Cooperstone 630 Fifth Avenue New York NY 10011 Investment advice; financial services in the nature of investment securities; financial services in the nature of investments, namely, private equity investment; capital investment consultation; investment consultation in the field of private equity investments; mergers and acquisitions consultation, namely, financial consulting in the field of mergers and acquisitions; fund investment consultation; investment management; investment of funds for others;
COURAGE Courage Capital Management 4440 Harding Road Nashville TN 37205 investment advice, investment of funds for others and mutual funds;
COURAGE TACTICAL ALPHA Courage Capital Management 4440 Harding Road Nashville TN 37205 investment advice, investment of funds for others and mutual funds;
CREATORS CAPITAL David Olusegun CCV, 1 Mark Square London EC2A4EG United Kingdom Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Business brokerage; Business finance procurement services; Business liquidation services; Capital investment consulting; Capital investment services; Commercial lending services; Consultancy of capital investment; Consultation in art as an investment; Corporate finance services, namely, consultation in the field of capital structure; Equity capital investment; Estate planning; Financial investment brokerage; Financial investment brokerage services; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consulting services, namely, advising others regarding intellectual property investments; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and evaluations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, business fundraising for others; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, microfinance lending services; Financial valuation of intellectual property assets; Financial valuations; Financially-guaranteed financing; Financing of purchases; Fund investment consultation; Funds investment; Global investment research services; Hedge fund investment services; Intellectual property valuation services; Intellectual property venture fund development and formation services for others; Intellectual property venture fund management services; Investment clubs; Investment management services in the field of acquiring joint ventures; Loan financing; Management of private equity funds; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual fund distribution; Mutual funds and capital investment; Private equity fund investment services; Project financing; Providing scholarships for musicians, dancers, artists, and scientists; Providing working capital; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust services; Real estate funds investment services; Venture capital financing; Venture capital fund management;
CROWNSTONE ASV ASSOCIATES LLC DBA 15 AUTUMN DRIVE NEWTOWN PA 18940 INVESTMENT ADVICE; INVESTMENT CONSULTATION; FINANCIAL RESEARCH; FINANCIAL ANALYSIS; CAPITAL INVESTMENT CONSULTATION; FINANCIAL INVESTMENT IN SECURITIES; FUND INVESTMENT CONSULTATION;CROWN STONE;
CROWNSTONE ASV ASSOCIATES LLC DBA CROWNSTONE 15 AUTUMN DRIVE NEWTOWN PA 18940 INVESTMENT ADVICE; INVESTMENT CONSULTATION; FINANCIAL RESEARCH; FINANCIAL ANALYSIS; CAPITAL INVESTMENT CONSULTATION; FINANCIAL INVESTMENT IN SECURITIES; FUND INVESTMENT CONSULTATION;CROWN STONE;
CRYPTO CURRENCY CLUB Gillespie, Scott P. 116 Firestone Dr. Las Vegas NV 89145 Investment advice; Investment advisory services; Investment by electronic means; Investment consultancy; Investment consultation; Investment of funds; Advice relating to investments; Financial investment brokerage; Financial investment brokerage services; Funds investment; Mutual fund investment;
CRYPTO DOWNLOAD Diary Of A Made Man 8 The Green, Ste. A Dover DE 19901 Investment advice; Investment advice in the fields of cryptocurrencies; Investment consultation; Investment consultation in the fields of cryptocurrencies; Investment management; Investment management in the fields of cryptocurrencies; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;CRYPTO;
CRYPTO ONRAMP REALITY SHARES, INC. 402 W Broadway Ste 920 San Diego CA 92101 Investment advice;CRYPTO;
CRYPTO SLOWDOWN Diary Of A Made Man 8 The Green, Ste. A Dover DE 19901 Investment advice; Investment advice in the fields of cryptocurrencies; Investment consultation; Investment consultation in the fields of cryptocurrencies; Investment management in the fields of cryptocurrencies;CRYPTO;
CRYPTO WORLD TOUR Diary Of A Made Man 8 The Green, Ste. A Dover DE 19901 Investment advice; Investment advice in the fields of cryptocurrencies; Investment consultation; Investment consultation in the fields of cryptocurrencies; Investment management; Financial management in the field of cryptocurrencies;CRYPTO;
CSI CAPITAL MANAGEMENT CSI Capital Management, Inc. 445 Bush Street, 5th Floor San Francisco CA 94108 investment advice; financial management;tax consultation;CAPITAL MANAGEMENT;
CUSTOMERS' YACHTS Customers' Yachts Advisers, Inc. 20th Floor 45 Rockefeller Plaza New York NY 10111 Investment advice; Investment advisory services; Investment management; Mutual funds and capital investment;
DAVIDSON INVESTMENT ADVISORS DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls MT 59401 Investment advice; Investment management;INVESTMENT ADVISORS;
DAVIDSON INVESTMENT ADVISORS Financial Aims Corporation 8 Third Street North Great Falls MT 59401 Investment advice; Investment management;INVESTMENT ADVISORS;
DAVIDSON INVESTMENT ADVISORS DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls MT 59401 Investment advice; Investment management; Financial consultation; Financial portfolio management and analysis; Financial and investment services, namely, investment of funds of others;INVESTMENT ADVISORS;
DELIGHT INVEST Delight Funding Inc. 300 Spectrum Center Dr. Suite 970 Irvine CA 92618 Investment advice, investment consultancy, and investment management;INVEST;
DELIGHT INVESTMENT Delight Funding Inc. 300 Spectrum Center Dr. Suite 970 Irvine CA 92618 Investment advice, investment consultancy, and investment management;INVESTMENT;
DENTAL MANAGEMENT INNOVATIONS Dental Management Operations 2222 Sedwick Road Durham NC 27713 investment advice; investment advice in the fields of dental practices; financial services, namely, investment advice and investment consultation for others, namely private equity and debt investment services in the field of dental practices;dental practice management for others; consulting services in the field of medical practice management for others in the field of dentistry; business management consulting; business organization consulting; business marketing consulting; professional business consulting; bookkeeping services;
 

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

   
Technical Examples
  1. The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and/or hypothetical performance, historical and/or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio. Now the user sees a list of instruments provided by the PMP host computer. The list of stocks is ordered by the degree to which they satisfy the requirements of the strategy. The user can then make the decision whether to accept, reject, or replace any individual security in the generated list or add an individual security. For example, the user can reject a security in the strategy and ask the PMP host computer to replace it with the next security that best fits. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. The PMP will allocate the investment amount across all the securities in the strategy. The user may authorize the PMP to purchase these selections through their qualified broker. The user may monitor the performance of these instruments subsequent to purchase through the PMP. The user may receive news, alerts, and/or research related materials for these instruments through the PMP. The user may authorize the PMP to rebalance their investments periodically to an updated list of instruments matching the selected strategy. The user may select a rebalance method that optimizes the tax consequences or the strategy adherence. The user has the ability to accept, reject, or replace any individual security in the generated list or add an individual security as part of the rebalance. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares. The owner of the PMP host computer collects a payment for this service.