FINANCIAL CUSTODY SERVICES

Brand Owner (click to sort) Address Description
ABOVE AND BEYOND CUSTODY MILLENNIUM TRUST COMPANY 2001 Spring Road, Suite 700 Oak Brook IL 60523 Financial custody services, namely: custody services for automatic rollover individual retirement accounts (IRAs) established for lost or missing retirement plan participants; custody services for workplace IRAs and accounts established under employee benefit plans governed by the Employee Retirement Income Security Act of 1974; custody services for self-directed IRAs investing in alternative assets; custody services for investment advisers and investment companies subject to the custody provisions of the Investment Advisers Act of 1940 or the Investment Company Act of 1940;CUSTODY;
ACIER Acier 10295 SW 182nd Street Miami FL 33157 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;The English translation of the word ACIER in the mark is steel.;
AN AUTHENTIC DIFFERENCE Salem Trust Company 1715 N. Westshore Blvd, Suite 750 Tampa FL 33607 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;
COMMERCIUM BANK Commercium Financial, Inc. P.O. Box 1208 Cheyenne WY 82003 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; banking services;BANK;Electronic storage of digital assets for others;
CRISS CROSS MONEY MANAGEMENT INTERNATIONAL, INC. Ste. 450 12603 SOUTHWEST FWY Stafford TX 77477 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;
DWIGHT THOMAS POWELL Powell,Dwight Thomas 342 ELATIA CIRCLE CONCORD NC 28025 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;
FOOLPROOF Foolproof, Inc. DiBella & Laurean, LLC, 45 N. Addison Rd Addison IL 60101 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;
GEMINI Gemini IP 41 Madison Avenue, 31st Floor New York NY 10010 financial custody services, namely, maintaining possession of crypto-currency assets for others for financial management purposes;providing a financial index based on crypto-currency;
GIG(K) MILLENNIUM TRUST COMPANY 2001 Spring Road, Suite 700 Oak Brook IL 60523 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; individual retirement account custody services; financial advisor support services, namely, financial advice regarding retirement investment accounts and savings services consisting of individual retirement account service; financial custody services, namely, administration of self-directed retirement accounts for participants with respect to mutual fund investments for others; securities trading and investing for others for such participants' retirement accounts;
GIGIRA MILLENNIUM TRUST COMPANY 2001 Spring Road, Suite 700 Oak Brook IL 60523 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; individual retirement account custody services; financial advisor support services, namely, financial advice regarding retirement investment accounts and savings services consisting of individual retirement account service,; financial custody services, namely, administration of self-directed retirement accounts for participants with respect to mutual fund investments for others; securities trading and investing for others for such participants' retirement accounts;
HELLO PROGRESS FRANKLIN RESOURCES, INC. One Franklin Parkway San Mateo CA 94403 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial services, namely, investment fund transfer and transaction services; Investment advisory services; Investment management; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Advisory services relating to mutual funds; Establishing mutual funds for others;
LOTNIX Lotnix 404 North Main Street, Suite 606 Oshkosh WI 54901 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;
NATIONWIDE TRUST COMPANY Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;Financial record-keeping for retirement plans;TRUST COMPANY;
PACIFIC PREMIER TRUST Pacific Premier Bank 17901 Von Karman Avenue, Suite 1200 179 Irvine CA 92614 Financial custody services, namely, financial investment services to clients and client advisors relating to custodial accounts and custody transitions; providing an internet website portal featuring information relating to alternative investments; investment administration of retirement plans for others; consulting services in the field of financial custody services; Trust services, namely, investment and trust company services; estate trust planning and management; financial trust planning, operations and administration; trust management accounts; real estate investment trust services; real estate investment trust advisory and management services; financial services, namely, alternative asset custodian services in the nature of self-directed investment retirement accounts; providing an interactive website featuring information in the fields of finance and investment;providing an online marketplace for investors and asset sponsors in the field of investments;PREMIER TRUST;software as a service (SAAS) featuring software for use in account opening, maintenance, instructions in the fields of finance and investment; providing a web site featuring technology that guides users through the alternative investment process;
PACIFIC PREMIER WEALTH MANAGEMENT Pacific Premier Bank 17901 Von Karman Avenue, Suite 1200 179 Irvine CA 92614 Financial custody services, namely, financial investment services to clients and client advisors relating to custodial accounts and custody transitions; providing an internet website portal featuring information relating to alternative investments; investment administration of retirement plans for others; consulting services in the field of financial custody services; Trust services, namely, investment and trust company services; estate trust planning and management; financial trust planning, operations and administration; trust management accounts; real estate investment trust services; real estate investment trust advisory and management services; financial services, namely, alternative asset custodian services in the nature of self-directed investment retirement accounts; providing an interactive website featuring information in the fields of finance and investment;providing an online marketplace for investors and asset sponsors in the field of investments;PREMIER WEALTH MANAGEMENT;software as a service (SAAS) featuring software for use in account opening, maintenance, and instructions in the fields of finance and investment; providing a web site featuring technology that guides users through the alternative investment process;
PEER FINANCIAL GROUP Peer Financial Group, Inc 561 Keystone Avenue, Suite 155 Reno NV 89503 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information provided by electronic means in the field of investments, securities, commercial lending, consumer lending, currencies and commodities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Investment consultation; Lending consultant services; Securities lending;Financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; Matching borrowers with potential lenders in the field of consumer and mortgage lending; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information;FINANCIAL GROUP;
PHOENIX FINANCIAL HOLDINGS Phoenix Financial Holdings Inc. 7680 Universal Boulevard, Suite 565 Orlando FL 32819 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development;Business acquisition and merger consultation;FINANCIAL HOLDINGS;
SAINT INVESTMENT GROUP Saint Investment Group, Inc. 16787 Beach Blvd, #334, Huntington Beach CA 92647 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial services, namely, business fundraising for others; Real estate brokerage; Real estate lending services;Real estate marketing services;INVESTMENT GROUP;
SUNWEST TRUST Sunwest Trust, Inc. 3240 D Juan Tabo NE Albuquerque NM 87111 Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes;
THE PENSCO MARKETPLACE Pacific Premier Bank 17901 Von Karman Avenue, Suite 1200 179 Irvine CA 92614 financial custody services, namely, financial investment services to clients and client advisors relating to custodial accounts and custody transitions; providing an Internet website portal featuring information relating to alternative investments;MARKETPLACE;
THE VALUE OF OWNERSHIP The Vanguard Group, Inc. 100 Vanguard Blvd. Malvern PA 19355 Financial custody services, namely, maintaining financial assets for others for financial management purposes; actuarial, financial, and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; providing information, research, and news in the fields of finance and financial investments; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management;
 

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

   
Technical Examples
  1. The invention provides consumers with the services of multiple cards or accounts while allowing consumers to carry a single card, transponder, code and/or other access device. Because the card may access combined services such as financial transaction services and transportation services, the system may facilitate charging the financial account for the transportation services. The system may allow the consumer to use loyalty points or geographic based loyalty points to pay for the transportation services. The system may also limit the use of certain loyalty points based upon the geographic area for certain transportation services in certain geographic areas.