FindOwnerSearch
Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| ACCESS ALTS | FORTIGENT | 1055 LPL Way Ft. Mill SC 29715 | Investment consultation, namely, providing outsourced alternative investment solutions for advisors;ALTS; |
| ACCESS OVERLAY | FORTIGENT | 1055 LPL Way Ft. Mill SC 29715 | Investment consultation, namely, providing outsourced alternative investment solutions for advisors;OVERLAY; |
| ACCESS OVERLAY | FORTIGENT | 1055 LPL Way Ft. Mill SC 29715 | Investment consultation, namely, providing managed account services;OVERLAY; |
| ACG | Asset Consulting Group, Inc. | 7700 Bonhomme Avenue, Suite 650 Clayton MO 63105 | investment consultation; |
| AFRICAN ROOTS, GLOBAL REACH | Standard Bank of South Africa Limited, The | Standard Bank Centre 6 Simmonds Street Johannesburg, Gauteng South Africa | Investment consultation; insurance consultation, financing services; financial management; currency exchange and advice; financial analysis and consultation; issuing letters of credit; electronic funds transfer; and liaison services between U.S. customers and foreign banks and insurance companies; |
|
|
|||
| AIC GROUP OF FUNDS | AIC GLOBAL HOLDINGS INC. | 1375 Kerns Road Burlington, Ontario L7P4V7 Canada | investment consultation; investment advice; mutual fund management, namely distribution and investment; financial portfolio management; mutual fund and investment portfolio trustee services;GROUP OF FUNDS; |
| AIC GROUP OF FUNDS | AIC LIMITED | 315 Queen Anne Way S.E. Calgary, Alberta T2J 4R7 Canada | investment consultation; investment advice; mutual fund management, namely distribution and investment; financial portfolio management; mutual fund and investment portfolio trustee services;GROUP OF FUNDS; |
| AIG ALTARIS | AMERICAN INTERNATIONAL GROUP, INC. | AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 | Investment consultation; investment management; investment advisory services; management of private equity funds and principal investing services; |
| AIG ALTARIS HEALTH PARTNERS | AMERICAN INTERNATIONAL GROUP, INC. | AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 | Investment consultation; investment management; investment advisory services; management of private equity funds and principal investing services;HEALTH PARTNERS; |
| ALTARIS | ALTARIS CAPITAL PARTNERS | 31st Floor 10 East 53rd Street New York NY 10022 | Investment consultation; investment management; investment advisory services; management of private equity funds and principal investing services; |
| ALTARIS HEALTH PARTNERS | AMERICAN INTERNATIONAL GROUP, INC. | AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 | Investment consultation; investment management; investment advisory services; management of private equity funds and principal investing services;HEALTH PARTNERS; |
| ALTMAN SOLON | Altman Solon LP | 101 Federal Street, 28th Floor Boston MA 02110 | Investment consultation; private equity consultation; capital markets consultation; financial valuation of assets; providing information in the fields of investments, private equity, capital markets, and financial valuation of assets;Consultation services regarding business, business strategy, post-merger integration, and business management strategy; business research and surveys; marketing consulting; marketing services; market research, analysis, and intelligence services; market research studies; conducting business and market research surveys; marketing services, namely, research and analysis regarding consumer trends and behavior; advertising analysis; consulting services in the fields of business operations and business process optimization, consulting services in the fields of product and service pricing and trade channel positioning; consulting services in the fields of product and service sales strategy; business consultation services regarding mergers, acquisitions, and other business transactions; business consultation, namely, data modeling, data analytics, and development of data science and statistical models informing business performance and trends; providing information in the fields of business, business strategy, post-merger integration, business management strategy, business research and surveys, marketing, market research, analysis, and intelligence, market research studies, business and market research surveys, consumer trends and behavior, advertising, business operations and business process optimization, product and service pricing and channel positioning, product and service sales strategy, mergers, acquisitions, and other business transactions, data modeling, and data analytics, and development of data science and statistical models informing business performance and trends; |
| ARGUS INVESTORS' COUNSEL, INC. | Argus Investors' Counsel, Inc. | Soundview Plaza 1266 East Main Street Stamford CT 06902 | investment consultation; asset allocation services, namely, financial asset management; financial portfolio and investment management; investment advisory services; financial asset management; financial planning; stock brokerage services; fund investment consultation; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; all the aforesaid specifically excluding making explicit recommendations to buy, sell, or hold commodities, making explicit forecasts of prices of commodities or commodities markets, discovering, aggregating, reporting, or providing pricing or indexation of pricing in the commodities spot, forward, futures, and derivatives categories and/or commodities markets and use as the name of an index based on a commodity, as well as any put, call option, straddle, swap, future, or other derivative based on a commodity; such exclusion not to include explicit recommendations to buy, sell, or hold securities as part of explicit forecasts of prices and/or earnings of securities or securities markets and/or forecasts of interest rates;INVESTORS' COUNSEL, INC.; |
| ARTICA | ARTICA INC. | 929 108TH AVE NE SUITE 1410 BELLEVUE WA 98104 | Investment consultation; investment management in the field of consumer product goods and online retail brands; investment of funds; equity capital investment; private equity fund investment services;business consultation for brand development services; brand evaluation services; business acquisition and merger consultation services; online retail store services featuring a wide variety of consumer product goods of others; Marketing and branding services, namely, providing customized communication programs to obtain consumer insights and develop branding strategies;Platform as a service (PAAS) featuring computer software platforms for use by businesses to optimize the functions of product development and advertising to consumers for the use in the field of consumer products; product development; |
| ARTICA | Rtica Inc. | Suite 1400 929 108th Ave NE Bellevue WA 980044787 | Investment consultation; investment management in the field of consumer product goods and online retail brands; investment of funds; equity capital investment; private equity fund investment services;business consultation for brand development services; brand evaluation services; business acquisition and merger consultation services; online retail store services featuring a wide variety of consumer product goods of others; Marketing and branding services, namely, providing customized communication programs to obtain consumer insights and develop branding strategies;Platform as a service (PAAS) featuring computer software platforms for use by businesses to optimize the functions of product development and advertising to consumers for the use in the field of consumer products; product development; |
| ASSET SOLUTIONS | Asset Consulting Group, Inc. | 7700 Bonhomme Avenue, Suite 650 Clayton MO 63105 | investment consultation; |
| ASSET SOLUTIONS | Asset Consulting Group, Inc. | 7700 Bonhomme Avenue, Suite 650 Clayton MO 63105 | investment consultation;ASSET; |
| ATHOS PRIVATE WEALTH | ATHOS PRIVATE WEALTH | 5513 W 11000 N #513 Highland UT 84003 | Investment consultation; Investment management; Financial planning and investment advisory services; Financial services, namely, wealth management services; |
| BLUE CHIP THINKING | Midland Walwyn Capital Inc. | BCE Place, Suite 400 181 Bay Street Toronto, Ontario M5J 2V8 Canada | investment consultation, management, and brokerage services; stock brokerage services; financial analysis, consultation, management, and planning services; related cash management services;BLUE CHIP; |
| BROWN INVESTORS | Brown Investors | 3615 Lake Estates Way Atlanta GA 30349 | Investment consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment management;INVESTORS; |
| BRUNDAGE, STORY & ROSE | BRUNDAGE STORY & ROSE | One Broadway New York NY 10004 | Investment consultation; |
| BRUNDAGE, STORY & ROSE INVESTMENT COUNSEL SINCE 1932 | BRUNDAGE, STORY AND ROSE | One Broadway New York NY 10004 | investment consultation;INVESTMENT COUNSEL SINCE 1932;The lining shown in the drawing is a feature of the mark and is not intended to indicate color.; |
| BUILDING THE FUTURE TOGETHER | Mars City Capital | 2525 State Street, Unit 2 Fowlkes - Mars City Capital LLC Santa Barbara CA 93105 | Investment consultation; Investment management; Capital investment services; Hedge fund investment services; |
| BUY, HOLD AND HEDGE | Kirk Tofte | 4101 Green View Drive Urbandale IA 50322 | Investment consultation; Investment management; Investment of funds for others; Private equity fund investment services; Equity capital investment; Financial investment in the field of equities; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; |
| CAPITAL PROFESSIONAL ADVISORS | Capital Professional Advisors | 220 S. Sixth Street, Suite 1000 Minneapolis MN 55402 | INVESTMENT CONSULTATION; INSURANCE BROKERAGE CONSULTATION; INSURANCE CONSULTATION; FINANCIAL INVESTMENT SERVICES IN THE FIELDS OF MUTUAL FUNDS AND ANNUITIES; FINANCIAL MANAGEMENT; FINANCIAL ANALYSIS AND CONSULTATION SERVICES; INVESTMENT BROKERAGE SERVICES; INSURANCE BROKERAGE SERVICES;BUSINESS MANAGEMENT CONSULTATION SERVICES, NAMELY, PROVIDING CPA FIRMS WITH TURNKEY SOLUTIONS FOR CREATING AND SUSTAINING PROFITABLE FINANCIAL SERVICES BUSINESSES;PROFESSIONAL ADVISORS; |
| CAREYCAPITAL.COM | J.P. CAREY, INC. | 3343 Peachtree Road, Suite 500 Atlanta GA 30326 | investment consultation, banking services, and investment brokerage services and investment opportunity information via a multi-user global computer information network;CAREY CAPITAL; |
| CATHOLIC FINANCIAL INVESTMENT ADVISORS | CATHOLIC KNIGHTS | 1100 West Wells Street Milwaukee WI 53233 | Investment consultation; investment of funds for others; investment management; mutual fund investment;FINANCIAL INVESTMENT ADVISORS; |
| CELEXUS | Celexus | 123 N. Centennial Way Ste 205 Mesa AZ 85201 | Investment consultation; Investment management; Capital investment; Capital investment services; |
| CENTER FOR ASSET ALLOCATION | Frush Financial Group | 607 S. EDGEWORTH AVENUE ROYAL OAK MI 48067 | Investment consultation; |
| CLERE STORY PROPERTIES | CLERESTORY PROPERTIES INC | Suite 905 48 West 21 St New York NY 10010 | Investment consultation; Investment management; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate funds investment services; Real estate investment services; Real estate management consultation; Real estate management services; |
| CORPORATE-FINANCE.NET | J.P. CAREY, INC. | 3343 Peachtree Road, Suite 500 Atlanta GA 30326 | investment consultation, banking services, and investment brokerage services and investment opportunity information via a multi-user global computer information network;CORPROATE FINANCE NET; |
| CORPORATEFINANCE.NET | J.P. CAREY, INC. | 3343 Peachtree Road, Suite 500 Atlanta GA 30326 | investment consultation, banking services and investment brokerage and investment brokerages services and investment opportunity information visa a multi-user global computer information network;CORPORATE FINANCE NET; |
| CREATE VALUE | Eventide Asset Management | One International Place, Suite #4210 Boston MA 02110 | Investment consultation; Investment management; |
| DEMARCHE | DeMarche Associates, Inc. | 6700 Antioch Road, Suite 420 Merriam KS 66204 | Investment consultation; capital investment consulting; fund investment consultation; information, advisory, consultancy and research services relating to finance and investments; financial analysis; financial research; corporate finance services, namely, consultation in the field of capital structure; investor relations services, namely, provision of financial information to shareholders, potential investors and financial analysis; investment services, namely, financial asset allocation, investment management, investment consultation and investment of funds for others;Analyzing and compiling data for measuring the performance of financial markets; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; preparing corporate communications and providing investor relations services for others; fund manager search and selection services; |
| DIRECT TO INVESTOR | Prism Group | #351 9457 S University Blvd Highlands Ranch CO 80126 | Investment consultation;Marketing consulting; |
| EDIFY | Eventide Asset Management | One International Place, Suite #4210 Boston MA 02110 | Investment consultation; Investment management; |
| ESG IS IN OUR DNA | Miller/Howard Investments, Inc. | 10 Dixon Avenue Woodstock NY 12498 | Investment consultation; Investment advice; 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; |
| ESTATE DOCTOR | ECKERSON, KATHLEEN ANN | 4192 SUNRIDGE ROAD PEBBLE BEACH CA 93953 | INVESTMENT CONSULTATION; ESTATE PLANNING;ESTATE; |
| EVENTIDE | Eventide Asset Management | One International Place, Suite #4210 Boston MA 02110 | Investment consultation; Investment management; |
| EVENTIDE VENTURE FUNDS | Eventide Asset Management | One International Place, Suite #4210 Boston MA 02110 | Investment consultation; investment management; management of venture funds, namely, venture capital fund management; providing venture capital, development capital, private equity and investment funding;VENTURE FUNDS; |
| EVENTIDE VENTURES | Eventide Asset Management | One International Place, Suite #4210 Boston MA 02110 | Investment consultation; investment management; management of venture funds, namely, venture capital fund management; providing venture capital, development capital, private equity and investment funding;VENTURES; |
| EXPONENTIAL AGE | Exponential Age Asset Management Ltd. | 10 Market Street, Suite 543, Camana Bay Grand Cayman KY1-9006 Cayman Islands | Investment consultation; Investment management; Investment management in the fields of blockchain technologies, digital asset funds, and strategies; Investment services, namely, asset acquisition, consultation, development and management services; Financial information provided by electronic means in the field of investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial information via a web site; |
| FAMILY CEO | Commonwealth Group, Inc., The | 551 NW 77th Street Suite 101 Boca Raton FL 33487 | Investment consultation;FAMILY; |
| FAMILY CEO | The Commonwealth Group, Inc. | Suite 101 551 NW 77th Street Boca Raton FL 33487 | Investment consultation;FAMILY; |
| FIDUCIARY COMPLIANCE RESOURCE CENTER | RESOURCES INVESTMENT ADVISORS | 4860 COLLEGE BLVD. SUITE 100 OVERLAND PARK KS 66211 | Investment consultation; |
| FIDUCIARY COMPLIANCE RESOURCE CENTER | FCRC APPS | 11 CENTRE PARK STE 303 ROCHESTER NY 14614 | Investment consultation; |
| FIDUCIARY COMPLIANCE RESOURCE CENTER | FCRC | 11 Centre Park, Ste 303 Rochester NY 14614 | Investment consultation; |
| FINANCIAL MAVENS | Financial Mavens.com, Inc. | 2823 Kendale Dallas TX 75220 | Investment consultation;Accounting services; |
| FIREKEEPER INVESTMENTS | Firekeeper Investments | 61 Pecksland Road Greenwich CT 06831 | Investment consultation; Investment management;FIRE KEEPER INVESTMENTS;INVESTMENTS; |
| FLEX-CAP VALUE | C.H. Dean & Associates, Inc. | 2480 Kettering Tower Dayton OH 45423 | investment consultation, advice and management services; investment of funds for others; financial portfolio management; funds investment services; and mutual fund distribution and investment services; |
| FORTRESS | Johnigean, Michael, John. | 6430 Solandra Drive Jacksonville FL 32210 | Investment consultation; |
| FORTUNA INVESTMENT TRIANGLE | Karen Beth Brenner | P.O. Box 9109 Newport Beach CA 92658 | Investment consultation; Financial portfolio management services, namely, providing portfolio design services to enable investors to build a portfolio structure to enable investor decision-making allocations uniquely designed for each investor; Investment advisory services; Investment management; Investment of funds for others;The English translation of the term FORTUNA is FORTUNE.;INVESTMENT TRIANGLE; |
| FUNDPLAN | ROBERT W. BAIRD & CO. INCORPORATED | 777 East Wisconsin Avenue Milwaukee WI 53202 | investment consultation; |
| FUNDSOURCE ADVISORS | Wheat First Union | 901 East Byrd Street Richmond VA 23219 | Investment consultation, investment brokerage;FUND SOURCE ADVISORS;ADVISORS; |
| GIVING VOICE TO CATHOLIC VALUES | CATHOLIC KNIGHTS | 1100 West Wells Street Milwaukee WI 53233 | Investment consultation; investment of funds for others; investment management; mutual fund investment;CATHOLIC VALUES; |
| GOLD PORTFOLIO SERVICE | Greycourt & Co., Inc. | 607 College Street Pittsburgh PA 15232 | investment consultation;PORTFOLIO SERVICE; |
| GREEN MOLECULES | Victor Pascucci III | 330 Oxford Road Kenilworth IL 60043 | Investment consultation; Capital investment; Consultancy of capital investment; 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; Providing venture capital, development capital, private equity and investment funding; |
| GRIES FINANCIAL CORP | GRIES FINANCIAL CORP. | 1127 Euclid Avenue Suite 1500 Cleveland OH 441151631 | investment consultation;FINANCIAL CORP; |
| GROWTH-OF-INCOME | Barnett Investment Research, Incorporated | 1412 SE 95th Avenue Vancouver WA 98664 | Investment consultation; Investment management; |
| GUARDIAN CAPITAL PARTNERS | Guardian Capital Partners | Suite 120 724 W. Lancaster Avenue Wayne PA 19087 | investment consultation; investment advisory services; investment management; investment services, namely, asset acquisition, consultation, development and management services; private equity consultant services; investment of capital for others; financial services, namely, investment advice and investment management; |
| GUNNALLEN FINANCIAL | GunnAllen Financial, Inc. | Suite 700 1715 North Westshore Blvd. Tampa FL 33607 | investment consultation;financial; |
| H&H HOOKER & HOLCOMBE | Hooker & Holcombe, Inc. | 65 LaSalle Road West Hartford CT 06107 | Investment consultation; consultation in the field of actuarial services; consultation in the field of employee benefits concerning insurance and finance;H AND H HOOKER AND HOLCOMBE;Financial records management and business records management, namely, third-party record-keeping services for defined contribution plans; |
| HEDGE FUND OF AMERICA | Hedge Fund of America LLLP | 1601 Blake Street, Suite 500 Denver CO 80202 | Investment consultation;HEDGE FUND; |
| HIGHWATER | Highwater Research | 27 Gate Five Road Sausalito CA 94965 | Investment consultation; Investment services, namely, asset acquisition, consultation, development and management services; Financial analysis and consultation; |
| HORIZON CAPITAL MANAGEMENT | Horizon Capital Management, Inc. | 64 Hillside Road Larchmont NY 10538 | investment consultation;CAPITAL MANAGEMENT; |
| HUNTSMAN CAPITAL | Huntsman Capital | 1043 Algonquin Road Norfolk VA 23505 | Investment consultation; Investment management; Capital investment; Capital investment consulting; 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; Real estate investment services; |
| HYPER GROWTH | CHASE INVESTMENT RESEARCH | 20 N. MERIDIAN ST. SUITE 312 INDIANAPOLIS IN 46204 | investment consultation; |
| IFMG | Independent Financial Marketing Group, Inc. | 100 Manhattanville Road Purchase NY 10577 | investment consultation; securities and mutual fund investment; investment, annuity and mutual fund brokerage; insurance agency in the field of life, disability and long-term insurance; consultation in the fields of securities and mutual fund investment, investment and mutual fund brokerage, insurance and annuities; financial portfolio management;INDEPENDENT FINANCIAL MARKETING GROUP; |
| INCONCERT FINANCIAL GROUP | INCONCERT FINANCIAL GROUP | 6333 POTRERO AVENUE, #200 EL CERRITO CA 94530 | Investment consultation; capital investment consultation; financial analysis and consultation for businessses and individuals, fund investment consultation for businesses and individuals for retirement; estate planning; insurance brokerage; insurance consultation; investment consultation; investment management; investment of funds for others, investment advice;Business consultation, including for-profit and non-profit businesses; tax consultation; accounting and bookkeeping; tax preparation; business management consultation; personnel management consultation;FINANCIAL GROUP; |
| INCONCERT FINANCIAL GROUP | Biesheuvel Scarpa & Company | 6333 Potrero Avenue, #200 El Cerrito CA 94530 | Investment consultation; capital investment consultation; financial analysis and consultation for businessses and individuals, fund investment consultation for businesses and individuals for retirement; estate planning; insurance brokerage; insurance consultation; investment consultation; investment management; investment of funds for others, investment advice;Business consultation, including for-profit and non-profit businesses; tax consultation; accounting and bookkeeping; tax preparation; business management consultation; personnel management consultation;FINANCIAL GROUP; |
| INNOVUS | BEVAN, NORMAN H. | Suite 1122 2777 Allen Parkway Houston TX 77029 | Investment consultation; estate planning; asset protection; financial planning concerning charitable donations;Tax consultation and planning; |
| INNOVUS | BEVAN, NORMAN H. | Suite 1122 2777 Allen Parkway Houston TX 77029 | Investment consultation; estate planning; asset protection; financial planning concerning charitable donations;Tax consultation and planning; |
| INNOVUS FINANCIAL SOLUTIONS | BEVAN, NORMAN H. | Suite 1122 2777 Allen Parkway Houston TX 77029 | Investment consultation; estate planning; asset protection; financial planning concerning philanthropic donations;Tax consultation and planning;FINANCIAL SOLUTIONS; |
| INVESTING THAT MAKES THE WORLD REJOICE | Eventide Asset Management | One International Place, Suite #4210 Boston MA 02110 | Investment consultation; Investment management; |
| INVESTING TO MAKE THE WORLD REJOICE | Eventide Asset Management | One International Place, Suite #4210 Boston MA 02110 | Investment consultation; investment management; management of venture funds, namely, venture capital fund management; providing venture capital, development capital, private equity and investment funding; |
| JAVELIN INVESTMENTS | Golden Javelin, Ltd. | 3713 Bee Creek Road Spicewood TX 78669 | Investment consultation; |
| JPCAREY.COM | J.P. CAREY, INC. | 3343 Peachtree Road, Suite 500 Atlanta GA 30326 | investment consultation, banking services, and investment brokerage services and investment opportunity information via a multi-user global computer information network;JP CAREY; |
| KINDLING | MALISKA, THOMAS P, MR. | 6642 PRAIRIE RIDGE DR NE OLYMPIA WA 98516 | Investment consultation; financial services, namely, venture capital funding;business consultation; |
| KINDLING | BRAIN FUEL | ATTN: THOMAS P. MALISKA 6642 PRAIRIE RIDGE DR NE KINDLING OLYMPIA WA 98516 | Investment consultation; financial services, namely, venture capital funding;business consultation; |
| KINDLING | Kindling I | 6642 Prairie Ridge DR NE Kindling Olympia WA 98516 | Investment consultation; financial services, namely, venture capital funding;business consultation; |
| KRS | KRS Certified Public Accountants | Suite 370 80 Route 4 East Paramus NJ 07652 | Investment consultation; estate planning services; financial due diligence; estate trust management; financial trust planning; financial valuations; |
| LANTERN INVESTMENT SERVICES | Independent Financial Marketing Group, Inc. | 100 Manhattanville Road Purchase NY 10577 | INVESTMENT CONSULTATION; SECURITIES AND MUTUAL FUND INVESTMENT; INVESTMENT, ANNUITY AND MUTUAL FUND BROKERAGE; FINANCIAL PORTFOLIO MANAGEMENT; INSURANCE BROKERAGE IN THE FIELD OF LIFE INSURANCE AND MEDICAL AND HEALTH INSURANCE; CONSULTATION IN THE FIELDS OF SECURITIES AND MUTUAL FUND INVESTMENT, INVESTMENT AND MUTUAL FUND BROKERAGE, FINANCIAL PORTFOLIO MANAGEMENT, INSURANCE AND ANNUITIES;INVESTMENT SERVICES; |
| LIFE ENGINEERED | NORTHERN TRUST CORPORATION | 50 S. LaSalle Street Chicago IL 60603 | Investment consultation, investment advice; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial administration of retirement plans; 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; mutual funds and capital investments; investment management, financial asset management, and financial planning; |
| LINCOLN INVESTMENT PLANNING, INC. | Lincoln Investment Planning, Inc. | 218 Glenside Avenue Wyncote PA 19095 | investment consultation; employee benefit plan consultation; insurance brokerage services; retirement benefit consultation; investment security broker/dealer services;INC.; |
| LINCOLN INVESTMENT PLANNING, INC. | Lincoln Investment Planning, Inc. | 218 Glenside Avenue Wyncote PA 19095 | investment consultation; employee benefit plan consultation; insurance brokerage services; retirement benefit consultation; investment security broker/dealer services;INC.; |
| MANAGED ACCOUNT AFFILIATES | CHARLES SCHWAB & CO., INC. | 211 Main Street San Francisco CA 94105 | Investment consultation; investment management; investment of funds for others; financial planning; financial research; securities trading and brokerage services; financial services provided to investment advisors, namely, custody of assets, securities trading, investment performance reporting and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial planning and analysis;MANAGED ACCOUNT; |
| MANAGERRESOURCE | Unified Trust Company, NA | 2353 Alexandria Drive, Suite 100 Lexington KY 40504 | investment consultation; |
| MARKETOCRACY | Marketocracy Masters Inc. | 41740 6 Mile Rd, Suite 101 Northville MI 48168 | Investment consultation; Investment management; |
| MARKETOCRACY MASTERS | Marketocracy Masters Inc. | 41740 6 Mile Rd, Suite 101 Northville MI 48168 | Investment consultation; Investment management; |
| MARS CITY CAPITAL | Mars City Capital | 2525 State Street, Unit 2 Fowlkes - Mars City Capital LLC Santa Barbara CA 93105 | Investment consultation; Investment management; Capital investment services; Hedge fund investment services; |
| MATSKO METHOD | Matsko, Briggs A. | 15359 Clementia Circle Rancho Murietta CA 95683 | Investment consultation; investment management of and distribution of variable annuities; financial analysis and consultation; financial planning; financial management;Method; |
| MIDLAND WALWYN | Midland Walwyn Capital Inc. | BCE Place, Suite 400 181 Bay Street Toronto, Ontario M5J 2V8 Canada | investment consultation, management, and brokerage services; stock brokerage services; financial analysis, consultation, management, and planning services; related cash management services; |
| MOTIVIZE AND MOBILATE | McFarlane, Michael | 4000 McRee Avenue Saint Louis MO 63110 | Investment consultation; |
| NEW AMSTERDAM | New Amsterdam Group | 117 N. Gale Dr. PH5 Beverly Hills CA 90211 | Investment consultation; Consultancy of capital investment; Fund investment consultation; |
| NEW ELLIS | Condon, Edward J., Jr. | 233 South Wacker Drive, Suite 9650 Chicago IL 60606 | Investment consultation; investment funds; investment advise; investment brokerage; investment management; |
| NEW ELLIS | Condon, Edward J. Jr. | 233 South Wacker Drive, Suite 9650 Chicago IL 60606 | Investment consultation; investment funds; investment advise; investment brokerage; investment management; |
| OPTION IT! | Ernst & Young U.S. LLP. | 36th Floor 5 Times Square New York NY 10036 | investment consultation; consultation in the field of compensation packages for employees of tax exempt organizations; |
| PARCION | Parcion Private Wealth | 10700 Northup Way, Suite 110 Bellevue WA 98004 | Investment consultation; Investment advisory services; Financial services, namely, wealth management services; |
| PDX IMPACT | PDX Impact Small Business Loan Fund | 610 SW Alder St Suite 215 Portland OR 97205 | Investment consultation; Investment of funds; Brokerage services for capital investments; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; |
| PHILANTHROPIC OPTIMIZATION PROCESS | ENSEMBLE CAPITAL MANAGEMENT | 1350 Bayshore Hwy, Ste 460 Burlingame CA 94010 | Investment consultation; Investment management;PHILANTHROPICand PROCESS; |
Where the owner name is not linked, that owner no longer owns the brand |
|||