FindOwnerSearch
Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| (K)QUOTE | (K)QUOTE, INC. | 40 W. Easy Street, Suite 3 Simi Valley CA 93065 | Financial administration of retirement plans; financial administration of fiduciary evaluation systems for employee retirement plans; financial advisory and consultancy services; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial due diligence; financial information processing; financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; financial information and advisory services; financial retirement plan consulting services; providing financial assessment services to fiduciaries and employers related to financial offerings on behalf of their employees; providing financial information services to fiduciaries and employers related to financial offerings on behalf of their employees; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; |
| 3YMPI | SunCor Financial | 3711 E Constitution Ct. Gilbert AZ 85296 | Financial administration of retirement plans; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services;THREE YMPI; |
| 401 CONNECT | Bay Colony Partners | 400 West Cummings Park Suite 1150 Woburn MA 01801 | Financial administration of retirement plans; |
| 401(K) INSIGHT | J.J.B. HILLIARD, W.L. LYONS | Suite 700 500 West Jefferson Street Louisville KY 402022812 | Financial administration of retirement plans; 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 planning for retirement;401(K); |
| 401(K)IOSK | Retirement Resources Investment Corporation | 100 Corporate Place Suite 202 Peabody MA 01960 | Financial administration of retirement plans; |
|
|
|||
| 403(B) PLANSOLUTIONS | Security Benefit Corporation | One Security Benefit Place Topeka KS 66636 | Financial administration of retirement plans; collecting gross insurance premiums, employee benefit plan premiums, and retirement plan contributions on behalf of an employer, union or association with the responsibility of disbursement to the respective benefit plan providers;403(B) PLAN SOLUTIONS;Creating and updating retirement plan documents;403(B); |
| A BETTER IRA COMPANY | The IRA Club | 67 E Madison Street, Suite 1510 Chicago IL 60603 | Financial administration of retirement plans; |
| A FOUNDATION FOR GROWTH. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| A PLAN THAT FITS YOUR LIFE. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| A WEALTH OF SERVICE | SVA Plumb Financial | 1221 John Q. Hammons Drive Madison WI 53717 | Financial administration of retirement plans; Financial planning; Financial planning for retirement; Financial trust planning; Investment management; Trust services, namely, investment and trust company services; |
| ADVISOR ALLIANCE | BANK OF AMERICA CORPORATION | 100 North Tryon Street Charlotte NC 28255 | Financial administration of retirement plans; Financial planning for retirement; Financial portfolio management; Investment advice; |
| AIG RETIREMENT MANAGER | AMERICAN INTERNATIONAL GROUP, INC. | AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 | Financial administration of retirement plans;AMERICAN INTERNATIONAL GROUP RETIREMENT MANAGER;RETIREMENT MANAGER; |
| AMERICA'S BEST 401K | CREATIVE PLANNING | 5454 W. 110th Street Overland Park KS 66211 | Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services;401K; |
| AMERICA'S BEST 401K | Velocity Advisors | 9404 Maplewoods Pkwy Kansas City MO 64155 | Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services;401K; |
| AMERICA'S BUSINESS IS OUR BUSINESS | Paychex of New York | 911 Panorama Trail Rochester NY 14625 | Financial administration of retirement plans; processing, administering and managing employee benefit plans concerning finance; |
| AMPLIFI LENDING | Rob Robinson | 718 Green Street Gainesville GA 30501 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation in the field of cryptocurrency; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, microfinance lending services; Financial services, namely, money lending; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial valuation of personal property and real estate; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; Providing financial advice via a website; Providing financial information in the field of cryptocurrency; Providing financial information via a website; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Providing investors with financial information; |
| AMPLIFI LENDING | David Phillips | 571 Tudor Branch Grovetown GA 30813 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation in the field of cryptocurrency; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, microfinance lending services; Financial services, namely, money lending; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial valuation of personal property and real estate; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; Providing financial advice via a website; Providing financial information in the field of cryptocurrency; Providing financial information via a website; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Providing investors with financial information; |
| AMPLIFI LENDING | Paul S. Hardin | 1394 S. Milledge Avenue Athens GA 30605 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation in the field of cryptocurrency; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, microfinance lending services; Financial services, namely, money lending; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial valuation of personal property and real estate; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; Providing financial advice via a website; Providing financial information in the field of cryptocurrency; Providing financial information via a website; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Providing investors with financial information; |
| AMPLIFI LOAN | Rob Robinson | 718 Green Street Gainesville GA 30501 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation in the field of cryptocurrency; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, microfinance lending services; Financial services, namely, money lending; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial valuation of personal property and real estate; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; Providing financial advice via a website; Providing financial information in the field of cryptocurrency; Providing financial information via a website; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Providing investors with financial information; |
| APPROACH FINANCIAL | Approach Financial, Inc. | 236 S. 3rd St. PMB 216 Montrose CO 81401 | Financial administration of retirement plans; Financial advice and consultancy services; Financial advisory and consultancy services; Financial asset management; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial loan consultation; Financial management of employee pension plans; Financial management via the Internet; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Credit and financial consultation; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; 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 employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Provision of financial information relating to the finance industry involved in environmentally focused investments;FINANCIAL; |
| AQA | ROBERT W. BAIRD & CO. INCORPORATED | 777 East Wisconsin Avenue Milwaukee WI 53202 | Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial portfolio management; Financial research and information services; Financial risk management; Financial services, namely, estate settlement services; |
| ASSET EXCHANGE STRATEGIES | Asset Exchange Strategies | 2407 S. Bagdad Road Leander TX 78641 | Financial administration of retirement plans; |
| AUDIENCE OF ONE | J.P. MORGAN RETIREMENT PLAN SERVICES | 9300 WARD PARKWAY KANSAS CITY MO 64114 | financial administration of retirement plans which allow employees to establish a defined benefit plan or defined contribution plan; |
| AUTO(K) | Plan Administrators, Inc. | 1300 Enterprise Drive De Pere WI 54115 | Financial administration of retirement plans; |
| AUTO(K) | Henderson Brothers, Inc. | 920 Ft. Duquesne Blvd. Pittsburgh PA 15222 | Financial administration of retirement plans; |
| AUTOMATED QUANTITATIVE ANALYSIS | J.J.B. HILLIARD, W.L. LYONS | Suite 700 500 West Jefferson Street Louisville KY 402022812 | Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial portfolio management; Financial research and information services; Financial risk management; Financial services, namely, estate settlement services;Business planning; Business succession planning; |
| BE FREE TO RETIRE YOUR WAY. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| BE PROACTIVE WITH US | CHATTERTON & ASSOCIATES, The Wealth Management Team, Inc. | 3111 N. Tustin St, #105 Orange CA 92865 | Financial administration of retirement plans; Financial asset management; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; and Financial consultation services; |
| BERETIRED | MID ATLANTIC CAPITAL GROUP, INC. | 1251 Waterfront Place, Suite 525 Pittsburgh PA 15222 | Financial administration of retirement plans; financial retirement plan consulting services; investment management; fiduciary services, namely, serving as trustee for retirement accounts; financial services, namely, financial administration of transactions involving managed accounts, default investments, stocks, bonds, traditional investments, investment accounts, and assets held in retirement accounts and retirement plans;Providing a website featuring non-downloadable software for administration of financial transactions in the nature of retirement accounts, managed accounts, investment accounts, default investments, stocks, bonds, and traditional investments; providing a website featuring non-downloadable software for reporting financial transactions involving custodial and trust accounts holding retirement accounts, managed accounts, investment accounts, default investments, stocks, bonds, and traditional investments; |
| BEYOND GUIDANCE. RESULTS. | ROBERT W. BAIRD & CO. INCORPORATED | 777 East Wisconsin Avenue Milwaukee WI 53202 | Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial portfolio management; Financial research and information services; Financial risk management; Financial services, namely, estate settlement services;Business planning; Business succession planning; |
| BEYOND RETIREMENT | SUNTRUST BANKS, INC. | GA-ATL-0643 303 Peachtree St., NE, Suite 900 Atlanta GA 30308 | Financial administration of retirement plans;RETIREMENT; |
| BLUE HORIZON | Transition Finance Strategies | 154 Hansen Road Suite 102 Charlottesville VA 22911 | Financial administration of retirement plans; |
| BMO DCIQ | BANK OF MONTREAL | 100 King Street West Toronto M5X1A1 Canada | Financial administration of RETIREMENT PLANS, TRUSTS AND INVESTMENTS; Financial planning for retirement; Financial retirement plan consulting 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, wealth management services; Financial trust operations; Individual retirement account services; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;BMO DC IQ; |
| BMO DIRECT CONTRIBUTION IQ | BANK OF MONTREAL | 100 King Street West Toronto M5X1A1 Canada | Financial administration of Retirement Plans, Trusts and Investments; 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 for retirement; Financial retirement plan consulting 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, wealth management services; Financial trust operations; Individual retirement account services; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;DIRECT CONTRIBUTION; |
| BOK FINANCIAL ASSET MANAGEMENT | BOKF, NA | One Williams Center Tulsa OK 74172 | Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;FINANCIAL ASSET MANAGEMENT; |
| BRIGHT RETIREMENT | Uhl, Robert | 6736 E Maverick Rd Paradise Valley AZ 85253 | Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services;RETIREMENT; |
| BRINGING CONFIDENCE TO LIFE | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| BUILD A BETTER RETIREMENT | FRANKLIN RESOURCES, INC. | One Franklin Parkway San Mateo CA 94403 | Financial administration of retirement plans; Financial advisory and consultancy 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 information and advisory services; Financial information processing; Financial information provided by electronic means; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial risk management consultation; Individual retirement account services; Investment management; Management of private equity funds; Mutual fund distribution; Mutual fund investment; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; |
| BUILD IT TO LAST. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| CAMA | Cama Self-Directed IRA | 512 E Twnshp. Line Rd, 5 Valley Sq. #103 Blue Bell PA 19422 | Financial administration of retirement plans; Individual retirement account services; |
| CAPE INVESTMENT MANAGEMENT EXPERIENCE, INTEGRITY, TRUST | Cape Investment Management | 502 Washington Ave. Suite 600 Towson MD 21204 | Financial administration of retirement plans; Financial advisory and consultancy services; Financial analysis and research services; 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 consultancy; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services; |
| CAPITAL TRUST | Andrew J. Willms | 414 North Main St., 414 North Main St. Thiensville WI 53092 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial portfolio analysis services; Financial risk assessment services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Trust management accounts; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Estate trust management; Estate trust planning; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial trust administration; Financial trust operations; Financial trust 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, investment fund transfer and transaction services; 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; Funds investment; Management of a capital investment fund; Mutual fund investment; Private equity fund investment services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Trust services, namely, investment and trust company services; |
| CFS COMMON FINANCIAL SENSE | CFS Investment Advisory Services | Suite 101 97 Lackawanna Ave. Totowa NJ 07512 | Financial administration of retirement plans; Financial advice and consultancy 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 information and advisory services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Individual retirement account services;FINANCIAL; |
| CHRISTIAN BROTHERS SERVICES | CHRISTIAN BROTHERS MAJOR SUPERIORS | 415 Michigan Ave. NE, Suite 300 Washington DC 20017 | Financial administration of retirement plans;SERVICES; |
| CLAIM IT. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| COMBO-K | RETIREMENT ADMINISTRATION, INC. | 4966 El Camino Real, Suite 213 Los Altos CA 94022 | Financial administration of retirement plans; |
| CONNECTING ORGANIZATIONS TO RETIREMENT | Commonwealth of Massachusetts Office ofthe Treasurer and Receiver General | 12th Floor One Ashburton Place Boston MA 02108 | Financial administration of retirement plans; |
| CONTROL FREAK | Dahdah, Juan Pablo | 4606 E. Swilling Road Phoenix AZ 85050 | Financial administration of retirement plans; Financial investment in the field of self-directed retirement plans; Financial planning consultation; Financing services; |
| CONTROL IT. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| CORE | Commonwealth of Massachusetts Office ofthe Treasurer and Receiver General | 12th Floor One Ashburton Place Boston MA 02108 | Financial administration of retirement plans; |
| DAVID QUINTERO | quintero, david | 315 S 6TH AVE APT B TUCSON AZ 85701 | Financial administration of retirement plans and credit card accounts; |
| DEFEND THE EGG | RETIREMENT ADMINISTRATION, INC. | 4966 El Camino Real, Suite 213 Los Altos CA 94022 | Financial administration of retirement plans; |
| DIAMOND STRATEGY | NEWPORT GROUP, INC. | Suite 300 1350 Treat Boulevard Walnut Creek CA 94597 | Financial administration of retirement plans and employee benefit plans;STRATEGY; |
| DIAMOND STRATEGY | DailyAccess Corporation | 307 University Blvd. North, Suite 1500 Mobile AL 36688 | Financial administration of retirement plans and employee benefit plans;STRATEGY; |
| DIRECTED IRA | Directed Trust Company | 3033 N. Central Ave., Suite 400 Phoenix AZ 85012 | Financial administration of retirement plans; |
| DREAM FORWARD | Dream Forward Financial | 113 Cedar Street, Apartment 4A New York NY 10006 | Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; 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; Individual retirement account services; Providing a web site that assists financial professionals in the management of retirement accounts; Savings account services; Savings bank services; |
| DREAM THE FUTURE. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| DREAMSPARK | Pango Financial | 1011 Centre Road, Suite 104 Wilmington DE 19805 | Financial administration of retirement plans, namely, design of employee retirement benefit plans for businesses; business finance procurement services;DREAM SPARK;Preparing and filing incorporation papers; |
| EASY(K) | Midwestern Securities Trading Company | 300 East Washington Street, Suite 3 East Peoria IL 61611 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; 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 information; Financial information and advisory services; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; 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 in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; |
| EFFORTLESS IRA | THE RETIREMENT PLAN COMPANY | Suite 170 1620 Westgate Circle Brentwood TN 37027 | Financial administration of retirement plans;IRA; |
| ENJOY RETIREMENT. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants;RETIREMENT; |
| EPIC LIFE | Van Leeuwen, Mallory M. | 21 South California Street, Suite 201 Ventura CA 93001 | Financial administration of retirement plans; Financial planning; Individual retirement account services; Investment advisory services; Investment consultation; Investment consultation in the fields of retirement and cash flow planning; Investment management; Investment management in the fields of retirement and cash flow planning; Strategic financial advisory services; |
| EQUITY INSTITUTIONAL | Equity Trust Company | 1 Equity Way Westlake OH 44145 | Financial administration of retirement plans; |
| EQUITY TRUST | Equity Trust Company | 1 Equity Way Westlake OH 44145 | Financial administration of retirement plans; |
| EQUITY TRUST COMPANY | Equity Trust Company | 1 Equity Way Westlake OH 44145 | Financial administration of retirement plans;TRUST COMPANY; |
| ESOPHORIZON | Transition Finance Strategies | 154 Hansen Road Suite 102 Charlottesville VA 22911 | Financial administration of retirement plans;ESOP HORIZON; |
| ESSEX FINANCIAL | Essex Financial Services, Inc. | 176 Westbrook Road Essex CT 06426 | Financial administration of retirement plans; Financial retirement plan consulting services; Financial services, namely, wealth management services;Business succession planning; Tax and taxation planning, advice, information and consultancy services;FINANCIAL; |
| FIDELITY INSTITUTIONAL BROKER NETWORK | FMR | 245 Summer Street Boston MA 02210 | Financial administration of retirement plans;INSTITUTIONAL BROKER NETWORK; |
| FIDUCIARY ASSISTANT | GOLDLEAF PARTNERS SERVICES, INC. | #320 8009 34th Ave S Bloomington MN 55425 | Financial administration of retirement plans; Financial consultation; Financial management; Financial management of employee pension plans; financial administration of payroll tax debiting services, and employee benefit savings security accounts, namely, flexible spending accounts and COBRA plans [ ; and financial advisory services provided to employers in the field of employee benefits programs ]; |
| FIELDSTONE PRIVATE WEALTH | Neff, Scott M. & Woodward, Mark E. | 219 East Main Street Batavia NY 14020 | Financial administration of retirement plans; Financial advice; Financial analysis and consultation; Financial analysis and research services; Financial consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Providing financial information;PRIVATE WEALTH; |
| FIRST PARTY ADMINISTRATOR | First Party Administrator | 5352 Peachtree Rd Atlanta GA 30341 | Financial administration of retirement plans; |
| FIRSTDUE FINANCIAL | Carter, Michael | 2905 Helianthus Court Elk Grove CA 95757 | Financial administration of retirement plans; Financial consultancy and insurance consultancy; Financial investment brokerage;FIRST DUE FINANCIAL;FINANCIAL; |
| FIRSTRAC | MID ATLANTIC CAPITAL GROUP, INC. | 1251 Waterfront Place, Suite 525 Pittsburgh PA 15222 | Financial administration of retirement plans; |
| FISHER CAPITAL | Brookfield Holdings | Apt 403 9595 Wilshire Blvd, Ste 900 Los Angeles CA 90013 | Financial administration of retirement plans; Individual retirement account services; |
| FISHER FINANCIAL SERVICES | Fisher, Scott B. | 4105 Central Avenue Pike Knoxville TN 37912 | Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; 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 information; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial securities exchange 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, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; 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 investors with financial information; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; |
| FLIP THE SWITCH. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| FORGING YOUR FUTURE | Pango Financial | 1011 Centre Road, Suite 104 Wilmington DE 19805 | Financial administration of retirement plans, namely, design of employee retirement benefit plans for businesses; business finance procurement services;Preparing and filing incorporation papers; |
| FROM PLANNING TO LIVING | From Planning to Living | 16033 Malden Street North Hills CA 91343 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial securities exchange services; Financial services, namely, life insurance settlement services; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial valuations; Insurance services, namely, viatical settlement services, life settlement services for insurance policyholders, and senior settlement services for insurance policyholders; Advice on finance during retirement; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Conducting financial feasibility studies; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; 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 finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Strategic financial advisory services; |
| FULFILL YOUR FUTURE | UNITED STATES CONFERENCE OF MAYORS | 1620 I Street, N.W., Suite 400 Washington DC 20006 | Financial administration of retirement plans; |
| FULL RETIREMENT | SunCor Financial | 3711 E Constitution Ct. Gilbert AZ 85296 | Financial administration of retirement plans; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services; |
| GET A CLEAR FOCUS. | T. ROWE PRICE GROUP, INC. | 100 East Pratt Street Baltimore MD 21202 | Financial administration of retirement plans for retirement plan providers and retirement plan participants; |
| GLOBAL CAPITAL WEALTH MANAGEMENT | Azizi, Marco Bartolo | 1048 Lincoln Avenue San Jose CA 95125 | Financial administration of retirement plans; Financial analysis and consultation; Financial analysis and research services; Financial investment analysis and stock research; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial trust planning; |
| GPS GOVERNANCE. POLICY. SIMPLIFICATION. | CFS Investment Advisory Services | Suite 101 97 Lackawanna Ave Totowa NJ 07512 | Financial administration of retirement plans; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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, wealth management 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 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; |
| GRIP | Blatt Financial Group | Suite 202 600 Village Square Crossing Palm Beach Gardens FL 33410 | Financial administration of retirement plans; Financial planning for retirement; Insurance and financial information and consultancy services; Insurance services, namely, underwriting, issuing and administration of life insurance; |
| GUARANTEED RETIREMENT INCOME PLAN | Blatt Financial Group | Suite 202 600 Village Square Crossing Palm Beach Gardens FL 33410 | Financial administration of retirement plans; Financial planning for retirement; Insurance and financial information and consultancy services; Insurance services, namely, underwriting, issuing and administration of life insurance; |
| GUIDELINE | Guideline Technologies, Inc. | 500A 2nd Ave San Mateo CA 94401 | Financial administration of retirement plans; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Providing a web site featuring personal financial information and financial advice; |
| HB RETIREMENT | HB Retirement Plans | 920 Fort Duquesne Blvd Pittsburgh PA 15222 | Financial administration of retirement plans; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;RETIREMENT; |
| HENDERSON BROTHERS RETIREMENT PLAN SERVICES | Henderson Brothers, Inc. | 920 Ft. Duquesne Blvd. Pittsburgh PA 15222 | Financial administration of retirement plans; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;BROTHERS RETIREMENT PLAN SERVICES; |
| HERO PLUS | Access Advisors | 204 Coventry Road Decatur GA 30030 | Financial administration of retirement plans;PLUS; |
| HERO PLUS THE NATIONAL LOSAP PLAN | Access Advisors | 204 Coventry Road Decatur GA 30030 | Financial administration of retirement plans;HERO PLUS THE NATIONAL LENGTH OF SERVICE AWARD PROGRAM PLAN;PLUS THE NATIONAL LOSAP PLAN; |
| HIERARCHY OF INCOME PLANNING | Legacy Advisor Technologies | 4430 Wayside Drive Naples FL 34119 | Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; |
| HILLIARD LYONS | ROBERT W. BAIRD & CO. INCORPORATED | 777 East Wisconsin Avenue Milwaukee WI 53202 | Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial portfolio management; Financial research and information services; Financial risk management; Financial services, namely, estate settlement services;Business planning; Business succession planning; |
| HISTORICARLO | CANES, Brian D. | 162 Clarence Road Scarsdale NY 105836318 | financial administration of retirement plans; financial analysis and consultation;HISTORIC CARLO; |
| HOMETOWN 401K | Emerald Wealth Management | Suite 1245 900 Circle 75 Parkway Atlanta GA 30339 | Financial administration of retirement plans; Financial consulting; Financial planning for retirement; Investment consultation; Investment management;401K; |
| HSA CLUB | The IRA Club | 67 E Madison Street, Suite 1510 Chicago IL 60603 | Financial administration of retirement plans; |
| HSAVISION | Howard Simon & Associates, Inc. | 304 Saunders Road Riverwoods IL 60015 | Financial administration of retirement plans; Financial planning for retirement; 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; Individual retirement account services; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;HOWARD SIMON AND ASSOCIATES VISION;Administration of business payroll for others; Business management consultation and services, namely, managing and administering non-core functions, namely, mailing and shipping, records management, information services, administration, payroll and accounting, and telemarketing services; Payroll preparation; Payroll processing services; Wage payroll preparation; |
| INVEST IN EVERY MOMENT | Beber, Kenneth | 8228 Bonnybank The Colony TX 75056 | Financial administration of retirement plans; Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Investment management; |
| INVEST IN WHAT YOU KNOW | Entrust of Colorado, Inc. | 1300 Plaza Court N STE 103 Lafayette CO 80026 | Financial administration of retirement plans; Individual retirement account services; |
| INVESTING SIMPLIFIED. | Price Financial Group, Inc. | 555 SE 99th Ave # 103 Portland OR 97216 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial analysis and consultation; 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;INVESTING; |
| INVESTMENT STRATEGY GUIDE | PACIFIC CAPITAL WEALTH ADVISORS INC | 1881 CALIFORNIA AVE. SUITE 101 CORONA CA 92881 | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial trust planning; Credit and financial consultation; Strategic financial advisory services; |
Where the owner name is not linked, that owner no longer owns the brand |
|||