FindOwnerSearch
Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| "YOUR ALTERNATIVE FOR ALTERNATIVE INVESTMENTS" | Creative Capital Wealth Management Group, Inc. | 1208 Kimberton Road Chester Springs PA 19425 | Financial planning and investment advisory services; Financial services, namely, wealth management services; |
| (K)URVE | GREENSPRING WEALTH MANAGEMENT, INC. | 501 Fairmount Avenue, Suite 102 Towson MD 21286 | Financial planning and investment advisory services; |
| 21ST CENTURY WEALTH MANAGEMENT LLC | 21st Century Wealth Management | 1601 S Queen St York PA 17403 | Financial planning and investment advisory 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; Investment advice; Investment advisory services; |
| 3RD STREAM | Paulson Wealth Management | # 100 207 Reber Street Wheaton IL 60187 | Financial planning and investment advisory services; Financial portfolio management;THIRD STREAM; |
| A BRIGHT NEW DAY FOR WEALTH MANAGEMENT | The ETF Store Inc. | Suite 870 7300 W 110th St Overland Park KS 66210 | 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;WEALTH MANAGEMENT; |
|
|
|||
| A COGENT CONVERSATION | Cogent Advisor | 77 West Wacker Dr, Suite 4501 Chicago IL 60601 | 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, wealth management services; Investment advice; Investment advisory services; |
| A FAMILY OFFICE FOR REAL FAMILIES. | MERCER ADVISORS, INC. | Suite 500 1200 17th Street Denver CO 80202 | Financial planning and investment advisory services;Tax consultation; Tax filing services; Tax preparation; |
| A FEE YOU CAN SEE | MIRACLE MILE ADVISORS | 11300 W. Olympic Blvd. Los Angeles CA 90064 | Financial planning and investment advisory services; |
| A GOOD LIFE WELL LIVED. | Doughty, Edward R. | Suite 130 6135 Park South Drive Charlotte NC 28210 | Financial planning and investment advisory services; |
| A NEW GENERATION OF FINANCIAL ADVISORS | Gerber Kawasaki Wealth Management | 2716 Ocean Park Blvd., #2022 Santa Monica CA 90405 | Financial planning and investment advisory services; Insurance brokerage services; |
| A PARTNERSHIP OF PROFESSIONALS | Ellison Kibler & Associates | P O Box 11992 Columbia SC 29211 | Financial planning and investment advisory services;PARTNERSHIP; |
| A TRADITION OF TRUST | FP Financial Services, Inc. | #200 35 West Slade Street Palatine IL 60067 | Financial planning and investment advisory services; |
| A WEALTH OF KNOWLEDGE | MONECO Advisors | Suite 201 2150 Post Road Fairfield CT 06824 | Financial planning and investment advisory services; financial retirement plan consulting services; insurance brokerage; securities brokerage services; |
| A WEALTH OF KNOWLEDGE ABOUT WEALTH | Liddle, James C. | 10 Washington Court York PA 17402 | Financial planning and investment advisory services, including financial portfolio management, investment advice, and managing of portfolios comprising securities; |
| A WEALTH OF KNOWLEDGE ABOUT WEALTH | Mayer, Holly A. | 1214 Needham Circle East York PA 17404 | Financial planning and investment advisory services, including financial portfolio management, investment advice, and managing of portfolios comprising securities; |
| A WEALTH OF KNOWLEDGE ABOUT WEALTH | Smith, Kevin J. | 1529 Greenmeadow Drive York PA 17408 | Financial planning and investment advisory services, including financial portfolio management, investment advice, and managing of portfolios comprising securities; |
| ACCELERATED RETURN STRATEGY | BEACON INVESTMENT ADVISORY SERVICES, INC. | SUITE 600 163 MADISON AVENUE MORRISTOWN NJ 07960 | Financial Planning and Investment Advisory Services; Financial Advisory and Consultancy Services; Financial Asset Management[; Financial Planning Services, Namely, Developing Compensation and Benefit Packages for Corporate Executives]; |
| ACCRUHEALTH | KOPP INVESTMENT ADVISORS | 8400 Normandale Lake Blvd., Suite 1450 Bloomington MN 55437 | financial planning and investment advisory services;ACCRUE HEALTH; |
| ACHIEVE ACADEMY | Kandasamy, James | Suite #120 13492 Research Boulevard Austin TX 78750 | Financial planning and investment advisory services; Investment advisory services;ACADEMY; |
| ACHIEVE INVESTMENT GROUP | Kandasamy, James | Suite #120 13492 Research Boulevard Austin TX 78750 | Financial planning and investment advisory services; Investment advisory services;INVESTMENT GROUP; |
| ACHIEVE PROPERTIES | Kandasamy, James | Suite #120 13492 Research Boulevard Austin TX 78750 | Financial planning and investment advisory services; Investment advisory services;PROPERTIES; |
| ACHIEVE PROPERTY | Kandasamy, James | Suite #120 13492 Research Boulevard Austin TX 78750 | Financial planning and investment advisory services; Investment advisory services;PROPERTY; |
| ACHIEVING CONFIDENCE & FREEDOM IN LIFE | Old Town Financial Partners | 816 Duke St. Alexandria VA 22314 | Financial planning and investment advisory services;ACHIEVING CONFIDENCE AND FREEDOM IN LIFE; |
| ACRYLIC | Acrylic Financial, Inc. | 16930 E. Palisades Blvd., #100 Fountain Hills AZ 85268 | Financial planning and investment advisory services; financial planning consultation; financial risk management; financial portfolio management; financial consulting; financial advice; financial management;Providing referrals in the field of investment advisory services; financial advisory and consultancy services, namely, providing third party referrals for investment advisory services to clients according to client's goals, objectives, and financial needs; providing recommendations of service providers of financial and investment advisory services to consumers; |
| ACT ADVISORS | ACT Advisors | 521 College Street Asheville NC 28801 | Financial planning and investment advisory services, not including advisory services related to derivatives, commodities, options, or futures;ADVISORS; |
| ACTIO | Actio Financial | 9980 South 300 West, STE 200 Sandy UT 84070 | Financial planning and investment advisory services, insurance brokerage services for individuals, businesses, and organizations; |
| ACTUALIZED FINANCE | Galan, Nely | 578 Washington Blvd., #816 Marina Del Rey CA 90292 | Financial planning and investment advisory services; 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;FINANCE; |
| ADAM FINANCIAL ASSOCIATES | Adam Financial Associates, Inc. | Suite 206 2500 N. Military Trail Boca Raton FL 33431 | Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, wealth management services;ASSOCIATES; |
| ADAPTING TO CHANGING MARKETS | William T. Hepburn | 2069 Willow Creek Road Prescott AZ 86301 | Financial planning and investment advisory services; |
| ADAPTIVE CRUISE RETIREMENT PAYCHECK | Vantage Point Planning | 12044 Macintosh Drive Fenton MI 48430 | Financial planning and investment advisory services; Financial planning for retirement; Insurance brokerage in the field of life, disability, long term care; |
| ADVICE HARBOR | Hall Financial Services, Inc. | 7695 Crest Avenue Oakland CA 94605 | Financial planning and investment advisory services;ADVICE; |
| ADVICE ONLY | Hall Financial Services, Inc. | 7695 Crest Avenue Oakland CA 94605 | Financial planning and investment advisory services; |
| ADVICE UNBOUNDED | Apeiron Planning Partners | 10000 North Central Expressway Suite 700 Dallas TX 75231 | Financial planning and investment advisory services;ADVICE; |
| ADVICE-ONLY | Hall Financial Services, Inc. | 7695 Crest Avenue Oakland CA 94605 | Financial planning and investment advisory services; |
| ADVICE-ONLY | Hall Financial Services, Inc. | 7695 Crest Avenue Oakland CA 94605 | Financial planning and investment advisory services; |
| ADVICELINK | North, Brad K. | 2701 University Ave SE Minneapolis MN 55414 | Financial planning and investment advisory services; brokerage in the fields of insurance and securities; all aforesaid services not provided via a global computer network;ADVICE LINK; |
| ADVISOR OS | Advisor OS | Suite 3540 141 West Jackson Blvd Chicago IL 60604 | Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Global investment research services; Investment consultation; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;ADVISOR; |
| ADVISOR X | IFP ADVISORS | Suite 700 3030 N. Rocky Point Dr. W. Tampa FL 33607 | Financial planning and investment advisory services;ADVISOR; |
| ADVISOROPTION | PACIFIC WEST FINANCIAL GROUP | Suite 700 555 South Renton Village Place Renton WA 98057 | Financial planning and investment advisory services;ADVISOR OPTION; |
| ADVISORY ADVANTAGE | FIFTH THIRD BANCORP | 38 Fountain Square Plaza Cincinnati OH 45202 | Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial information, consulting, research services, and fiduciary representative services, all relating to finance and investments;ADVISORY; |
| AFFILIATED ADVISORS | Financial Corsortium International Asset Management | 318 West Adams St., Suite 1200 Chicago IL 60606 | Financial planning and investment advisory services;ADVISORS; |
| AFFILIATED ADVISORS | Robbins, Rita | 310 Riverside Drive, Suite 1420 New York NY 10025 | Financial planning and investment advisory services;ADVISORS; |
| AFFINITY CAPITAL ADVISORS | Affinity Capital Advisors | 825 Page Street Berkeley CA 94710 | Financial planning and investment advisory services;CAPITAL ADVISORS; |
| AFFIRM WEALTH ADVISORS | HM MANAGEMENT | STE 110 7992 W THUNDERBIRD RD PEORIA AZ 85381 | Financial planning and investment advisory services;WEALTH ADVISORS; |
| AIRLIE RINGS OF RETIREMENT REPORT | Weissman, Matthew Elliott | 1213 Culbreth Drive Ste 364 WILMINGTON NC 28405 | Financial planning and investment advisory services;REPORT; |
| AJW FINANCIAL | AJW Financial, Inc. | 3300 Edinborough Way, Suite 550 Edina MN 55435 | Financial planning and investment advisory services; financial consulting concerning tax planning, retirement planning, estate planning, charitable giving, personal budgeting, divorce planning, insurance and risk management, and post-divorce transitioning;FINANCIAL; |
| ALIGNED WEALTH | Michele Ludmer | 41 Indian Hill Rd Katonah NY 10536 | Financial planning and investment advisory services; Financial services, namely, wealth management services;WEALTH; |
| ALLEGIANCE FINANCIAL ADVISORS | Allegiance Financial Advisors Inc. | 6036 East Donna Circle Paradise Valley AZ 85253 | Financial Planning and Investment Advisory services;FINANCIAL ADVISORS; |
| ALLUVIAL | Alluvial Capital Management | 816 Thorn Street Sewickley PA 15143 | Financial planning and investment advisory services, none of the foregoing involving investment in real estate; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services, none of the foregoing involving investment in real estate; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Hedge fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; |
| ALO FINANCIAL PLANNING | Symmetry Wealth Management | 200 E Evergreen Ave, Ste 127 Mount Prospect IL 60056 | Financial planning and investment advisory services; Financial planning for retirement;FINANCIAL PLANNING; |
| ALP | Micus, Dillan | 5949 East Orange Blossom Lane Phoenix AZ 85018 | Financial planning and investment advisory services; Financial advisory and consultancy services; Strategic financial advisory services; Providing educational information in the financial planning and investment advisory services;Tax and taxation planning, advice, information and consultancy services; |
| ALPHA ASSETS | Siva Industries and Holdings Limited | 32, Cathedral Garden Road, Nungambakkam Chennai 600034 India | Financial planning and investment advisory services; financial services, namely, microfinance lending services; commercial lending services; consumer lending services; financial services, namely, money lending; aviation lending services; real estate lending services; securities lending; commercial lending services for the aviation and mining industries; commercial lending services for the commodities market; |
| ALPHA HORIZON | Chaddock Enterprises | Suite 150 8008 N. High Street Columbus OH 43235 | Financial planning and investment advisory services; |
| ALPHA/SELECT PORTFOLIO | Trustar Corporation | 9130 W Russell Road, Suite 310 Las Vegas NV 891481358 | Financial planning and investment advisory 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; Investment management; Trust services, namely, investment and trust company services;PORTFOLIO; |
| ALTERNATIVE RISK BUDGETING | Wells Fargo & Company | 9th floor 90 S. 7th Street Minneapolis MN 55402 | Financial planning and investment advisory services; assessment of strategic asset allocation; financial due diligence; investment monitoring and investment reporting; financial portfolio analysis services; financial research and information services; |
| ALTIORA | Tinnin, Derek R. | 1607 Marietta Drive 1607 Marietta Drive Lebanon OH 45036 | Financial planning and investment advisory services;The English translation of ALTIORA in the mark is HIGHER.; |
| AMBERSTONE WEALTH | Rothstein, David | 530 W Spring St., Suite 150 Columbus OH 43215 | Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; |
| AMERICA'S RETIREMENT STORE | Presidential Brokerage, Inc. | 5445 DTC Parkway, Suite 1100 Greenwood Village CO 80111 | Financial planning and investment advisory services;AMERICA'S RETIREMENT; |
| ANCHOR POINT | Charles Harlan | 3200 Lemons Ridge Dr. Atlanta GA 30339 | Financial planning and investment advisory services; Insurance brokerage services; Financial services, namely, wealth management services; |
| ANNUITY AUDIT | Michael Blahusch | 3 Cameron Ct Denver PA 17517 | Financial planning and investment advisory services; |
| ANNUITY TWISTER | Darruda, Pete | 124 Poppleford Place Cary NC 27518 | Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Annuity services, namely, account and investment administration; Annuity underwriting; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;ANNUITY; |
| ANTI FUND | Anti Fund Investment Fund | 382 NE 191st St., PMB 73301 Miami FL 331793899 | Financial planning and investment advisory services; Financial investment analysis and stock research; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial management in the field of investment portfolios; Financial portfolio management; Financial portfolio analysis services; Management of securities portfolios;FUND; |
| APATHIA FORMULA | USA Financial Protocol Corporation | 6020 E FULTON Ada MI 49301 | Financial planning and investment advisory services;FORMULA; |
| APEIRON | Apeiron Planning Partners | 10000 North Central Expressway Suite 700 Dallas TX 75231 | Financial planning and investment advisory services; |
| APOGEE FORMULA | USA Financial Protocol Corporation | 6020 E FULTON Ada MI 49301 | Financial planning and investment advisory services;FORMULA; |
| APPLIED INVESTMENT STRATEGIES | Applied Investment Strategies | 3060 Peachtree Road NW, Suite 1150 Atlanta GA 30305 | Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information and research in the field of finance and financial investments;INVESTMENT STRATEGIES; |
| APPRECIATE THE WEALTH OF YOUR LIFE | SAGEBROADVIEW FINANCIAL PLANNING | 6 EXECUTIVE DRIVE, SUITE 111 FARMINGTON CT 06032 | Financial planning and investment advisory services; |
| APPRECIATE THE WEALTH OF YOUR LIFE | BROADVIEW FINANCIAL PLANNING | 6 EXECUTIVE DRIVE, SUITE 111 FARMINGTON CT 06032 | Financial planning and investment advisory services; |
| APPRECIATE THE WEALTH OF YOUR LIFE | DHAS Financial Planning | 6 Executive Drive, Suite 111 Farmington CT 06032 | Financial planning and investment advisory services; |
| AQUIFER | AQUIFER CAPITAL | 1 N FIRST ST, SUITE 700 PHOENIX AZ 85004 | Financial planning and investment advisory services; Funds investment; Management of a capital investment fund; Management of private equity funds; Mutual funds and capital investment; |
| AQUIFER | Kragenbring Capital | Suite 1050 601 Carlson Parkway Minnetonka MN 55305 | Financial planning and investment advisory services; Funds investment; Management of a capital investment fund; Management of private equity funds; Mutual funds and capital investment; |
| ARBO WORKS | Arbo Works Inc. | 153 Castro Street, Suite 200 Mountain View CA 94041 | Financial planning and investment advisory services; |
| ARCHETYPE | Lahr | 72 East State Street Doylestown PA 18901 | Financial planning and investment advisory services; financial services, namely, wealth management services; estate planning; insurance information and consultancy; financial planning for retirement; Capital investment services; Lending consultant services; Charitable and philanthropic services, namely, financial advice, strategies and management of assets;ARCHE TYPE;Tax and taxation planning, advice, information and consultancy services; |
| ARIS ADVANCED RESEARCH INVESTMENT SOLUTIONS | Advanced Research Investment Solutions | 9150 Wilshire Blvd. Suite 220 Beverly Hills CA 90211 | Financial planning and investment advisory services; Financial services, namely, wealth management services;ADVANCED RESEARCH INVESTMENT SOLUTIONS; |
| ARKELL ASSET MANAGEMENT | Arkell Asset Management | 1143 Stoneridge Drive, Suite 3 Bozeman MT 59718 | Financial planning and investment advisory services; advice relating to 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; investment advice; investment advisory services; investment consultancy; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;ASSET MANAGEMENT; |
| ARLINGTON FAMILY OFFICES | Arlington Partners | 2000 Morris Avenue, Suite 1300 Birmingham AL 35203 | 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, wealth management services;Financial records management; Tax and taxation planning, advice, information and consultancy services;FAMILY OFFICES; |
| ARLINGTON FAMILY OFFICES | Arlington Partners | 2000 Morris Avenue, Suite 1300 Birmingham AL 35203 | 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, wealth management services;Financial records management; Tax and taxation planning, advice, information and consultancy services;FAMILY OFFICES; |
| ARQ WEALTH ADVISORS | ARQ Wealth Advisors | 9375 E Shea Blvd, Ste. 100 Scottsdale AZ 85260 | Financial planning and investment advisory services; Financial planning for retirement; 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 services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;WEALTH ADVISORS; |
| ARTA | Arbo Works Inc. | 153 Castro Street, Suite 200 Mountain View CA 94041 | Financial planning and investment advisory services; |
| ARTA FINANCE | Arbo Works Inc. | 153 Castro Street, Suite 200 Mountain View CA 94041 | Financial planning and investment advisory services; |
| ARTA WORKS | Arbo Works Inc. | 153 Castro Street, Suite 200 Mountain View CA 94041 | Financial planning and investment advisory services; |
| ASCEND GROUP | MERCER ADVISORS, INC. | Suite 500 1200 17th Street Denver CO 80202 | Financial planning and investment advisory services; Investment management;Tax consultation; Tax filing services; Tax preparation; |
| ASHWOOD CAPITAL MANAGEMENT | Ashwood Capital Management | 152 West 57th Street, 32nd Floor New York NY 10019 | 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Investment consultation; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; |
| ASPEN ASSET MANAGEMENT | Sailor, Michael C. | PO BOX 444 Woody Creek CO 816560444 | Financial planning and investment advisory services;ASSET MANAGEMENT; |
| ASPEN ASSET MANAGEMENT | Aspen Asset Management Inc. | PO BOX 444 Woody Creek CO 816560444 | Financial planning and investment advisory services;ASSET MANAGEMENT; |
| ASPIREON | Aspireon Wealth Advisors | 1900 NW Loop 410 San Antonio TX 78213 | Financial planning and investment advisory services; Financial services, namely, wealth management services; Trust services, namely, investment and trust company services; |
| ASSET LOCATION PLANNING | Micus, Dillan | 5949 East Orange Blossom Lane Phoenix AZ 85018 | Financial planning and investment advisory services; Financial advisory and consultancy services; Strategic financial advisory services; Providing educational information in the financial planning and investment advisory services;Tax and taxation planning, advice, information and consultancy services; |
| AVENTURE | IRONFRONT | 326 NW 50th Blvd Gainesville FL 32607 | Financial planning and investment advisory services;The English translation of AVENTURE in the mark is ADVENTURE.; |
| AVENUE CAPITAL MANAGEMENT | Avenue Capital Management | 780 Fifth Avenue South, Suite #200 Naples FL 34102 | Financial planning and investment advisory services; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities;MANAGEMENT; |
| AVEO CAPITAL | Aveo Capital Partners | 9635 Maroon Circle Englewood CO 80112 | financial planning and investment advisory services;CAPITAL; |
| AXICON PARTNERS | Axicon Partners | 2650 Cedar Springs Road, Suite 7718 Dallas TX 75201 | Financial planning and investment advisory services; Financial research and information services; Securities arbitrage services;PARTNERS; |
| AXICON PARTNERS | Axicon Partners | 2650 Cedar Springs Rd Ste 7718 Dallas TX 75201 | Financial planning and investment advisory services; Financial research and information services; Securities arbitrage services;PARTNERS; |
| AXIOM FINANCIAL STRATEGIES GROUP | AXIOM FINANCIAL STRATEGIES GROUP | 101 W. SPRING STREET FIFTH FLOOR NEW ALBANY IN 47150 | financial planning and investment advisory services, trust services, and estate planning services;FINANCIAL STRATEGIES GROUP; |
| AXIOM FINANCIAL STRATEGIES GROUP | Scott, Vaughan | 4018 Marquette Drive Floyds Knobs IN 47119 | financial planning and investment advisory services, trust services, and estate planning services;FINANCIAL STRATEGIES GROUP; |
| BADASS RETIREMENT PORTFOLIO | Robert Pagliarini | 9870 Research Drive Irvine CA 92618 | Financial planning and investment advisory services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing financial information and financial advice via a website; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial management in the field of personal finance, financial planning, retirement planning, investments and tax planning; Management of securities portfolios; Providing information in the field of personal finance; Providing information in the field of personal finance via a website; |
| BALANCED PLAN FINANCIAL | Hutchinson, John E.J. | 3551 Camino Mira Costa, Suite E-1 San Clemente CA 92673 | Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting 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; Insurance agencies in the field of life, disability, long term care, fixed annuities, indexed annuities; Providing financial consultation services to business owners regarding business continuity and succession issues;PLAN FINANCIAL; |
| BANCAMERICA | BANK OF AMERICA CORPORATION | 100 North Tryon Street Charlotte NC 28255 | Financial planning and investment advisory services; insurance brokerage; securities brokerage;BANK AMERICA; |
| BANKUNITED INVESTMENT SERVICES | BANKUNITED, INC. | 7815 NW 148th Street Miami Lakes FL 33016 | Financial planning and investment advisory services;INVESTMENT SERVICES; |
| BANKUNITED INVESTMENT SERVICES | BU FINANCIAL CORPORATION | 7815 NW 148th Street Miami Lakes FL 33016 | Financial planning and investment advisory services;INVESTMENT SERVICES; |
| BAR NORTH INVESTMENT GROUP | Bar North Investment Group | 2050 Canadian Pacific Plaza 120 South Sixth Street Minneapolis MN 55402 | Financial planning and investment advisory services;INVESTMENT GROUP; |
Where the owner name is not linked, that owner no longer owns the brand |
|||