FINANCIAL ADVISORY SERVICES

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"PEP" ASSET SERVICES, L.P. SUITE 1020 22 N. FRONT STREET MEMPHIS TN 381032109 FINANCIAL ADVISORY SERVICES;
*CONNECTEDTHINKING PRICEWATERHOUSECOOPERS LLP 300 Madison Avenue New York NY 10017 financial advisory services; corporate finance advisory services; attestation services for financial data;CONNECTED THINKING;
1 FIRST INVESTMENT SERVICES First Bank Financial Centre 155 W. Wisconsin Ave. Oconomowoc WI 53066 Financial advisory services; financial consulting services; financial planning services; financial portfolio management services; financial planning for college and education; investment advisory services; investment analysis services; investment consulting services; investment management services; investment portfolio management services; brokerage services in the fields of financial securities, stocks, bonds, money market funds and mutual funds; investment services in the fields of financial securities, stocks, bonds, money market funds and mutual funds; investment management of and distribution of annuities; investment management of and distribution of variable annuities; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; investing the funds of others; mutual fund investment services; establishing mutual fund and model financial portfolios for others; providing information, analysis and advice in the fields of financial investments, investment strategies, financial planning and financial aspects of retirement; individual retirement account services; financial planning for retirement; financial planning in the nature of creating personalized strategies to achieve financial independence; retirement income planning services; estate planning services in the fields of annuities, life insurance, long term care insurance, individual retirement accounts and 401K rollovers; and insurance brokerage services;FIRST FIRST INVESTMENT SERVICES;Color is not claimed as a feature of the mark.;
409A Clark Consulting, Inc. 102 S Wynstone Park Dr, Suite 100 North Barrington IL 60010 Financial advisory services and the design, implementation and administration of executive benefit and compensation plans;
409A PLAN Clark Consulting, Inc. 102 S Wynstone Park Dr, Suite 100 North Barrington IL 60010 Financial advisory services and the design, implementation and administration of executive benefit and compensation plans;
A & R ASSET MANAGEMENT/CSF Rosanbalm, Gerald L. 165 Christopher Street New York NY 10014 A AND R ASSET MANAGEMENT ICSF;financial advisory services;ASSET MANAGEMENT;
A NEW FUTURE FOR YOUR EMPLOYEES, A NEW REALITY FOR YOU NATIONAL RETIREMENT SECURITY PLAN 3837 N. Green Valley Way Eagle ID 83616 financial advisory services in the field of retirement plans; consulting services in the field of retirement plan administration and fiduciary compliance; financial administration of retirement plans; financial management of retirement accounts; individual retirement account services; providing a web site that assists individuals and financial professionals in the financial management of retirement accounts;
A-RATIO Perella Weinberg Partners Group LP 767 Fifth Avenue New York NY 10153 Financial advisory services;
ABSOLUTE INVESTMENT ADVISERS Absolute Investment Advisers 383 Central Avenue, Ste. 259 Dover NH 03820 Financial Advisory Services;Investment Advisers;
ABSOLUTE SIMPLICITY, MINIMAL EXPENSE, TOTAL SECURITY NATIONAL RETIREMENT SECURITY PLAN 3837 N. Green Valley Way Eagle ID 83616 financial advisory services in the field of retirement plans; consulting services in the field of retirement plan administration and fiduciary compliance; financial administration of retirement plans; financial management of retirement accounts; individual retirement account services; providing a web site that assists individuals and financial professionals in the financial management of retirement accounts;
ABSOLUTE STRATEGIES FUND Absolute Investment Advisers 383 Central Avenue, Ste. 259 Dover NH 03820 Financial Advisory Services;Strategies Fund;
ACTIVE AT ITS BEST Grandeur Peak Global Advisors 136 South Main Street, Suite 720 Salt Lake City UT 84101 Financial advisory services; mutual fund brokerage and mutual fund investment services; and investment services, namely, investment asset management services;
ALIGNMENT TREE CONWAY WEALTH GROUP 4 Campus Drive Parsippany NJ 07054 Financial advisory services, namely, providing comprehensive financial planning featuring preparation of a lineage or family tree for clients;
ALL MY BENEFITS Alliance Benefit Group Finanical Services, Corp 201 East Clark St Albert Lea MN 56007 Financial advisory services in the field of group healthcare and retirement plans;Business services, namely, design and administration of employee benefit plans through an integrated payroll and benefits enrollment system;
ALLIANCE SECURITIES CORP. A SUBSIDIARY OF BOK FINANCIAL CORPORATION BOK FINANCIAL CORPORATION Bank of Oklahoma Tower P.O. Box 2300 Tulsa OK 74192 financial advisory services, municipal bond brokerage services and municipal bond underwriting services;SECURITIES CORP and A SUBSIDIARY OF and FINANCIAL CORPORATION;
ALLIANCE SECURITIES CORP. A SUBSIDIARY OF BOK FINANCIAL CORPORATION Alliance Securities Corp. 201 Robert S. Kerr, 4th Floor Oklahoma City OK 73102 financial advisory services, municipal bond brokerage services and municipal bond underwriting services;SECURITIES CORP and A SUBSIDIARY OF and FINANCIAL CORPORATION;
AMBIVIEW AmbiView Capital 1675 South State St., Suite B Dover DE 19901 Financial advisory services in the field of real estate, mutual funds, and offshore funds; investment advisory services; investment management services; financial asset management services; and mutual fund services in the nature of mutual fund investment, distribution, brokerage, planning services, advisory services, analysis services, and development services;
AMERICA'S BEST GROWTH COMPANIES (ABGC) Wasatch Advisors, Inc. Suite 300 505 Wakara Way Salt Lake City UT 84108 Financial advisory services; mutual fund brokerage and investment services; and investment services, namely, investment asset management services;AMERICAS BEST GROWTH COMPANIES ABGC;America's Best Growth Companies;
AMERICA'S SMALL CAP INVESTMENT SPECIALIST Wasatch Advisors, Inc. Suite 300 505 Wakara Way Salt Lake City UT 84108 Financial advisory services; mutual fund brokerage and investment services; and investment services, namely, investment asset management services;AMERICAS SMALL CAP INVESTMENT SPECIALIST;Small Cap Investment Specialist;
AMERICA'S SMALL CAP PIONEER Wasatch Advisors, Inc. Suite 300 505 Wakara Way Salt Lake City UT 84108 financial advisory services; mutual fund brokerage and investment services; and investment services, namely, investment asset management;AMERICAS SMALL CAP PIONEER;America's Small Cap;
ANGEL OAK CAPITAL ADVISORS ANGEL OAK COMPANIES, LP Suite 1725 3344 Peachtree Road NE Atlanta GA 30326 Financial advisory services; investment management services; investment management services, namely, providing fixed income investments; investment management services, namely, providing fixed income investments relating to mortgage-backed securities, structured credit, and bank subordinate debt; financial services, namely, brokerage and banking of mortgage loans; financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgages, prime jumbo loans, Federal National Mortgage Association loans, Federal Home Loan Mortgage Corporation loans, specialty finance loans, and non-performing and re-performing loans; mortgage lending, namely, mortgage loan qualification, and providing mortgage credit and loan financing; mortgage loan services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; providing information online regarding loans, namely, residential and commercial real property loans; mortgage banking origination services, namely, determining the qualification of loans with respect to Qualified Mortgage Rule; real estate investment management services; capital market services, namely, investment services and financial administration of loans; financial information and advisory services in the areas of financial markets and capital markets; Real Estate Investment Trust (REIT) services; financial management, namely, managing Real Estate Investment Trust (REIT) funds associated with investment property;CAPITAL ADVISORS;
ANGEL OAK COMMERCIAL LENDING ANGEL OAK COMPANIES, LP Suite 1725 3344 Peachtree Road NE Atlanta GA 30326 Financial advisory services; commercial lending services; commercial loan origination services; real estate investment management services; investment management of commercial assets; commercial lending services, namely, providing financing solutions to underserved borrowers; commercial lending services, namely, providing financing solutions to commercial real estate owners, developers, and investors; commercial lending services relating to senior mortgage, mezzanine, and bridge loans; financial services, namely, brokerage, underwriting, and servicing of mortgage loans; financial services, namely, commercial loan underwriting;COMMERCIAL LENDING;
ANGEL OAK COMPANIES ANGEL OAK COMPANIES, LP Suite 1725 3344 Peachtree Road NE Atlanta GA 30326 Financial advisory services; investment management services; investment management services, namely, providing fixed income investments; investment management services, namely, providing fixed income investments relating to mortgage-backed securities, structured credit, and bank subordinate debt; financial services, namely, brokerage and banking of mortgage loans; financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgages, prime jumbo loans, Federal National Mortgage Association loans, Federal Home Loan Mortgage Corporation loans, specialty finance loans, and non-performing and re-performing loans; mortgage lending, namely, mortgage loan qualification, and providing mortgage credit and loan financing; mortgage loan services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; providing information online regarding loans, namely, residential and commercial real property loans; mortgage banking origination services, namely, determining the qualification of loans with respect to Qualified Mortgage Rule; real estate investment management services; capital market services, namely, investment services and financial administration of loans; financial information and advisory services in the areas of financial markets and capital markets; mortgage lending services, namely, providing mortgage loans to underserved borrowers; financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgage loans; mortgage lending services, namely, providing financing for conventional home loans, Fair Housing Administration (FHA) home loans, United States Department of Agriculture (USDA) home loans, Veterans Affairs (VA) home loans, asset qualifier home loans, bank statement home loans, foreign national mortgage home loans, investor cash flow home loans, jumbo home loans, and portfolio select home loans; mortgage lending services, namely, providing financing to owner occupied, non-owner occupied, non-traditional income, full documentation and cash flow properties; providing online mortgage rate calculators; mortgage advisory services; commercial lending services; commercial lending services, namely, providing financing solutions underserved borrowers; commercial lending services, namely, providing financing solutions to commercial real estate owners, developers, and investors; commercial lending services relating to senior mortgage, mezzanine, and bridge loans; financial services, namely, brokerage, underwriting, and servicing of mortgage loans; financial services, namely, commercial loan underwriting; Real Estate Investment Trust (REIT) services; financial management, namely, managing Real Estate Investment Trust (REIT) funds associated with investment property;COMPANIES;
ANGEL OAK HOME LOANS ANGEL OAK COMPANIES, LP Suite 1725 3344 Peachtree Road NE Atlanta GA 30326 Financial advisory services; mortgage lending services, namely, providing mortgage loans to underserved borrowers; financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgage loans; mortgage lending services, namely, providing financing for conventional home loans, Fair Housing Administration (FHA) home loans, United States Department of Agriculture (USDA) home loans, Veterans Affairs (VA) home loans, asset qualifier home loans, bank statement home loans, foreign national mortgage home loans, investor cash flow home loans, jumbo home loan, and portfolio select home loans; mortgage lending services, namely, mortgage loan qualification, and providing mortgage credit and loan financing; mortgage loan services, namely, origination, acquisition, servicing, securitization and brokerage of home loans; providing information online regarding mortgage loans; mortgage banking origination services, namely, determining the qualification of loans with respect to Qualified Mortgage Rule; providing online mortgage rate calculators; mortgage advisory services;HOME LOANS;
ANGEL OAK MORTGAGE SOLUTIONS ANGEL OAK COMPANIES, LP Suite 1725 3344 Peachtree Road NE Atlanta GA 30326 Financial advisory services; mortgage lending services, namely, providing mortgage loans to underserved borrowers; mortgage lending services, namely, providing financing to owner occupied, non-owner occupied, non-traditional income, full documentation and cash flow properties; financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgage loans; mortgage lending services, namely, mortgage loan qualification, and providing mortgage credit and loan financing; mortgage loan services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; providing information online regarding mortgage loans; mortgage banking origination services, namely, determining the qualification of loans with respect to Qualified Mortgage Rule; providing online mortgage rate calculators; mortgage advisory services;MORTGAGE SOLUTIONS;
ASCENT FINANCIAL PARTNERS Feinblatt, Aaron 28381 Davis Parkway, Suite 703 Warrenville IL 60555 Financial advisory services;FINANCIAL PARTNERS;
ASCENT FINANCIAL PARTNERS Muldoon, John 28381 Davis Parkway, Suite 703 Warrenville IL 60555 Financial advisory services;FINANCIAL PARTNERS;
ASCENT FINANCIAL PARTNERS Muldoon, Gerald 28381 Davis Parkway, Suite 703 Warrenville IL 60555 Financial advisory services;FINANCIAL PARTNERS;
ASHTON GROUP Ashton Group Suite 700 544 East Ogden Avenue Milwaukee WI 53202 Financial advisory services;GROUP;
AVALON Avalon Advisors 2929 Allen Parkway, Suite 3000 Houston TX 77019 Financial advisory services; Financial investment brokerage services; 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; Investment services, namely, asset acquisition, consultation, development and management services; all of the foregoing services provided to high net worth clients and institutional investors, and all of the foregoing services not including financial or investment services relating to real property;
BANK COMPENSATION STRATEGIES Clark Consulting, Inc. 102 S Wynstone Park Dr, Suite 100 North Barrington IL 60010 Financial advisory services and the design, implementation and administration of executive benefit and compensation plans;Human resource services for others;COMPENSATION STRATEGIES;
BANKABILITY Diamond, Peter 7631 E Greenway Road B2 Scottsdale AZ 85260 Financial advisory services; financial consulting services; providing financial advisory information;
BAY ISLE FINANCIAL Bay Isle Financial 475 - 14th Street, Suite 550 Oakland CA 94612 Financial advisory services, namely financial analysis and consultation; financial forecasting; financial information in the nature of rates of exchange; financial information provided by electronic means; financial investment in the field of stocks and securities; financial management; financial planning; financial portfolio management; financial research; financial services in the nature of an investment security; financial valuation of personal property and real estate;FINANCIAL;
BCS Clark Consulting, Inc. 102 S Wynstone Park Dr, Suite 100 North Barrington IL 60010 Financial advisory services and the design, implementation and administrative of executive benefit and compensation plans;Human resources services for others;
BCS Clark/Bardes Consulting, Inc. 102 S. Wynstone Park Drive North Barrington IL 60010 Financial advisory services and the design, implementation and administrative of executive benefit and compensation plans;Human resources services for others;
BEEM CHANDLER, O'REAR & ASSOCIATES, INC. 3100 Clarendon Blvd. #200 Arlington VA 22201 financial advisory services; investment advisory; retirement plan financial advisory; providing a website featuring information in the field of finance;
BEQOIN BEQOM SA Rue de la Colombiere 28 Nyon CH-1260 Switzerland Financial advisory services, namely, providing a virtual currency for use by members of an on-line community via a global computer network; financial and monetary transaction services, namely, providing secure commercial transactions and payment options; financial analysis; conducting of financial affairs on-line, namely, conducting an online exchange of interest rate products via the internet and intranet systems; issuance of tokens of value as a reward for customer loyalty; monetary exchange operations; conducting of foreign exchange transactions for third parties;Business administration of loyalty programs involving discounts or incentives; organization, operation and supervision of customer loyalty schemes in the nature of issuing and processing loyalty coupons for frequent use of participating businesses; commercial business management; consulting services relating to personnel management; information compilation and systematization in computer databases databanks; computerized data management in the nature of computer data entry services; data processing services; updating and maintenance of data in computer databases;The wording BEQOIN has no meaning in a foreign language.;Software as a service (SaaS) featuring software for use in database management in the field of fixed and variable compensation and performance measurement; software development; installation, maintenance and updating of computer software; software consultancy; cloud computing featuring software for use in database management in the field of fixed and variable compensation and performance measurement; computer database design; computer data recovery; electronic data storage; off-site data backup; providing a website featuring information in the fields of information technology and programming;
BERGER BERGER 210 University Boulevard, Suite 900 Denver CO 80206 FINANCIAL ADVISORY SERVICES;
BIA BUSINESS INTELLIGENCE ADVISORS Business Intelligence Advisors Inc. 100 High Street, 4th floor, Suite 420 Boston MA 02110 Financial advisory services, namely, investment analysis and research; monitoring, collecting and analyzing information for use in making financial decisions;Color is not claimed as a feature of the mark.;BUSINESS INTELLIGENCE ADVISORS;
BIC Elephant Capital Advisors 7912 Bonhomme Avenue, Suite 102 St. Louis MO 63105 Financial advisory services, investment advisory services, and global fund management, excluding credit terms to customers through the use of payment instruments with exact pre-agreed terms;
BIERBAUM-MARTIN BIERBAUM-MARTIN, INC. ONE WHITEHALL ST. NEW YORK NY 10004 FINANCIAL ADVISORY SERVICES;
BRIGHTWATER CAPITAL MANAGEMENT Greyhawk Funding 1211 Avenue of the Americas New York NY 10036 financial advisory services, financial management services and financial investment services in the fields of collateralized debt obligations, asset-backed commercial paper conduits, and structured investment vehicles;CAPITAL MANAGEMENT;
CAPITAL NETWORK SERVICES Capital Network Services Suite 1201 400 Montgomery Street San Francisco CA 94111 financial advisory services;
CAPITAL TREE Capital Tree Holdings Limited 1395 Brickell Avenue, 8th Floor Miami FL 33131 financial advisory services; financial asset management services; investment consulting, advisory, analytics and management services; investment of funds and fund investment consultation; investment fund management services;CAPITAL;
CFS The Institute of Business & Finance 2701 Midway Drive #371243 San Diego CA 92137 Financial advisory services in the field of mutual funds;The certification mark, as used by authorized persons, certifies that certified individuals have earned a passing score on a standardized test and have shown mastery of sophisticated investment strategies that top financial advisors use on a daily basis for risk management, taxes, and estate planning.;
CFS The Institute of Business & Finance 2701 Midway Drive #371243 San Diego CA 92137 Financial advisory services in the field of mutual funds;The certification mark, as used by authorized persons, certifies that certified individuals have earned a passing score on a standardized test and have shown mastery of sophisticated investment strategies that top financial advisors use on a daily basis for risk management, taxes, and estate planning.;
CG FINANCIAL SERVICES CAAS, Inc. 148 E. Grand River Ave., Ste. 213 Williamston MI 48895 financial and advisory services in the fields of financial planning, retirement planning, investment management, insurance planning, tax planning, estate conservation, college planning, corporate retirement plans, employee benefit plans, executive compensation plans and business transition;
CHARM Schwarz, William 12670 Clarksville Pike Clarksville MD 21029 Financial advisory services, namely, providing assurance about the financial stability of public charter schools by providing fiscal assessments of public charter schools, and providing financial consulting in the field of fiscal assessments of public charter schools;
CHARM Keilholtz, Dennis 12670 Clarksville Pike Clarksville MD 21029 Financial advisory services, namely, providing assurance about the financial stability of public charter schools by providing fiscal assessments of public charter schools, and providing financial consulting in the field of fiscal assessments of public charter schools;
CHARTERED WEALTH ADVISOR J.J.B. HILLIARD, W.L. LYONS Suite 700 500 West Jefferson Street Louisville KY 402022812 FINANCIAL ADVISORY SERVICES, NAMELY, PROVIDING ADVICE ABOUT FINANCIAL INVESTMENTS, RETIREMENT PLANNING, ESTATE PLANNING, RISK MANAGEMENT, INSURANCE, FIDUCIARY ACTIVITIES, TRUSTS, AND CHARITABLE FUND GIVING;BUSINESS PLANNING AND BUSINESS SUCCESSION PLANNING;WEALTH ADVISOR;
CHOL Burnham Sterling & Company 29 River Road, Suite 102 Cos Cob CT 06807 Financial advisory services in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial consultation, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, private equity fund investment management agency services, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial analysis, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, investment banking, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales;
CHOL Burnham Sterling & Company 29 River Road, Suite 102 Cos Cob CT 06807 Financial advisory services in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial consultation, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, private equity fund investment management agency services, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial analysis, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, investment banking, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales;
CHOLCO Burnham Sterling & Company 29 River Road, Suite 102 Cos Cob CT 06807 Financial advisory services in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial consultation, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, private equity fund investment management agency services, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial analysis, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, investment banking, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales;
CITIZENS CHECKUP CITIZENS FINANCIAL GROUP, INC. One Citizens Plaza Providence RI 02903 Financial advisory services, namely, a program to provide individualized financial advice to customers to help them meet personal financial goals;
CLARK CONSULTING CLARK CONSULTING 706 Green Valley Road - Suite 500 Greensboro NC 27408 Financial advisory services and the design, implementation and administration of executive benefit plans;Human resources services for others;CONSULTING;
CLARK/BARDES ORGANIZATION, INC. CLARK-BARDES ORGANIZATION, INC. P.O. BOX 6786 736 22ND PLACE VERO BEACH FL 329606786 FINANCIAL ADVISORY SERVICES, AND THE DESIGN, IMPLEMENTATION AND ADMINISTRATION OF EXECUTIVE BENEFIT PLANS;ORGANIZATION INC.;
CLARK/BARDES, INC. CLARK CONSULTING 706 Green Valley Road - Suite 500 Greensboro NC 27408 financial advisory services, and the design, implementation and administration of executive benefit and insurance plans;INC.;
CLEANLAUNCH CLEANLAUNCH, INC. 7706 MARTIN LUTHER KING BLVD. DENVER CO 80238 Financial advisory services, namely, securing funding for start-up companies in the field of renewable, clean and efficient energy techniques in the transportation, electric power production and transmission, water purification, aviation and material recycling industries;CLEAN LAUNCH;Business advisory services, namely, assembling management teams, and providing business consulting and information in the area of renewable, clean and efficient energy techniques for the transportation, electric power production and transmission, water purification, aviation and material recycling industries;
CLEARPATH Clearpath Capital Partners 3rd Floor 222 Front Street San Francisco CA 94111 Financial advisory services;CLEAR PATH;
COMMON SENSE ESG Sterling Capital Management 4350 Congress Street, Suite 1000 Charlotte NC 28209 Financial advisory services, namely, the provision of advice regarding investment strategies and products that either incorporate or consider ESG (Environmental, Social, and Governance) factors as part of the investment review and process;ESG;
COMMONWEALTH COMMONWEALTH EQUITY SERVICES 29 Sawyer Road Waltham MA 02453 Financial advisory services; Investment advisory services; Investment brokerage services; Securities brokerage and advisory services; Securities brokerage services, namely, buying and selling securities for others; Financial asset management and research; Investment management; and Providing centralized operational support to the financial services businesses of independent investment advisors and securities brokers, namely, administration of securities brokerage accounts; Investment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services; Providing securities and financial account information on a limited and secure basis to authorized securities brokers, advisors, account representatives, subscribing clients, and other authorized persons; providing indexed and classified financial market information, securities quotes, financial news stories, and providing professional financial information and professional financial research on a limited basis to securities brokers, advisors and account representatives, and other authorized persons; Providing an investment advisory database to financial advisors for the purpose of review and generation of consolidated, household financial reports in the field of securities, including, but not limited to stocks, bonds, mutual funds, variable insurance products, so-called alternative investments, and financial planning, none of the foregoing being related to consumer payments; Online financial services, namely, providing account holders with account information, account balances, available cash, financial holdings, positions, financial transaction history, performance reporting, and financial numeric calculations; providing information via a global computer network featuring financial market data, news and securities quotes; and providing computerized on-line financial transaction services, namely, funds transfer, payment and securities trading; providing investment market research support and analysis for independent investment advisors and securities brokers; and providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons;Providing operational business assistance to independently-operated financial services businesses; Business development services, namely, providing start-up and consulting support in the area of business development for the financial services businesses of others; Business development services for the financial services businesses of others, namely, providing marketing support for independent investment advisors and securities brokers by supplying paper-based marketing materials for dissemination by independent investment advisors and securities brokers to their clients; Providing centralized operational business support to the financial services businesses of independent investment advisors and securities brokers, namely, preparation of periodic asset-holdings statements in the nature of financial statements and preparation and dissemination of financial market reports; Providing centralized business support for a network of independent investment advisors, namely, centralized account billing services, preparation and dissemination of periodic asset-holdings statements, and preparation and dissemination of market reports; and providing business support in the nature of business compliance services in the nature of financial record-keeping for regulatory compliance purposes;Providing regulatory compliance support to independent investment advisors and securities brokers, namely, compliance consulting services that assist investment advisors in ensuring that they are operating within federal and state securities and investment advisor-related laws and regulations;Providing temporary use of non-downloadable computer software to customers and affiliated financial advisors, brokers, and representatives, for viewing client account data to facilitate analyses of holdings and financial positions; providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives and advisors for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions and financial plans, and for conducting all client-based workflow from one central location; and Web-based and paper-based graphic design of promotional materials for dissemination by independent investment advisors and securities brokers to their clients;
COMPREHENSIVE COMPENSATION PEARL MEYER & PARTNERS 19th Floor 461 Fifth Avenue New York NY 10017 Financial advisory services and the design, implementation and administration of executive benefit and compensation plans;human resource consultation services for others;
CONCENTRIC ENERGY ADVISORS Concentric Energy Advisors, Inc. 293 Boston Post Road West Suite 500 Marlborough MA 01752 Financial advisory services in the field of energy, namely, consultation in the field of energy brokerage; fiscal assessment and evaluation in the field of energy;Energy services, namely, energy usage management services and consulting services in the field of energy usage management; market analysis in the field of energy featuring market strategy and cost assessments; economic forecasting and analysis in the energy field; energy economic advisory services, namely, energy price comparison services;ENERGY ADVISORS;Regulatory services, namely, reviewing standards and practices to assure compliance with energy laws and regulations;
CONNECTED THINKING PRICEWATERHOUSECOOPERS LLP 300 Madison Avenue New York NY 10017 financial advisory services; corporate finance advisory services; attestation services for financial data;
CONNECTEDTHINKING PRICEWATERHOUSECOOPERS LLP 300 Madison Avenue New York NY 10017 financial advisory services; corporate finance advisory services; attestation services for financial data;CONNECTED THINKING;
CONNECTEDTHINKING* PRICEWATERHOUSECOOPERS LLP 300 Madison Avenue New York NY 10017 financial advisory services; corporate finance advisory services; attestation services for financial data;CONNECTED THINKING;
COVENDIUM PinOak Capital 2611 Technology Dr. Orlando FL 32804 Financial advisory services;Business consultation services;
CREDIT SESAME Credit Sesame, Inc. Suite 500 444 Castro Street Mountain View CA 94041 Financial advisory services, namely, providing financial, budget, debt reduction and investment planning services based on analysis of a borrower's credit, debt and financial information to identify debt products for lowering borrowing costs and for creating personalized budget and investment strategies for achieving financial goals, namely, wealth creation and reduced borrowing costs; Providing an on-line computer web site that provides financial information, analysis and advice services; Financial analysis, namely, debt reduction and management, mortgage and budget planning; Financial services, namely, mortgage and debt planning; Financial services, namely, mortgage and debt planning via the Internet; On-line financial planning services; Providing a web site featuring personal financial information and financial advice;Connecting buyers and sellers of financial assets; Preparing financial reports for others;CREDIT;
CREDITDIMENSIONS PRICEWATERHOUSECOOPERS LLP 300 Madison Avenue New York NY 10017 Financial advisory services, risk management advisory services, namely, providing financial news and information in the field of credit risk management via a global computer information network; providing financial analysis in the field of credit risk management via a global computer network;CREDIT DIMENSIONS;Providing temporary use of on-line non-downloadable software for analyzing and calculating credit risk;
CYBER CATALYST MARSH 1166 Avenue of the Americas New York NY 10036 Financial advisory services, namely, advising businesses on the potential financial benefits relating to the use or adoption, or lack thereof, of products and services that reduce or purport to reduce the cyber risk faced by businesses; Providing information relating to reducing the financial exposure of businesses due to cyber risk by advising businesses on products and services that reduce or purport to reduce the cyber risk faced by businesses and the potential effectiveness of such products or services;Business advisory services relating to business management and risk management, namely, aggregating and providing information to businesses about the features and effectiveness of products and services that reduce or purport to reduce the cyber risk faced by businesses; Providing business information relating to the evaluation of the performance of products and services that reduce or purport to reduce the cyber risk faced by businesses in order to provide businesses with advice related to their use or adoption of such products or services;CYBER;Providing cybersecurity information, namely, providing information about reducing or purporting to reduce the cyber risk faced by businesses; Providing cyber security technology information, namely, information in the field of cybersecurity products that reduce or purport to reduce the cyber risk faced by businesses; Cybersecurity consulting services, namely, services in the nature of cyber threat evaluation services by assessing, evaluating, and analyzing cybersecurity products and services that reduce or purport to reduce the cyber risk faced by businesses and their impact in reducing such cyber risk; Cybersecurity consulting services, namely, services in the nature of cyber threat and risk evaluation of cybersecurity products and services that reduce or purport to reduce the cyber risk faced by businesses and how such products and services may be considered effective at reducing cyber risk for businesses;
CYBER CATALYST BY MARSH MARSH 1166 Avenue of the Americas New York NY 10036 Financial advisory services, namely, advising businesses on the potential financial benefits relating to the use or adoption, or lack thereof, of products and services that reduce or purport to reduce the cyber risk faced by businesses; Providing information relating to reducing the financial exposure of businesses due to cyber risk by advising businesses on products and services that reduce or purport to reduce the cyber risk faced by businesses and the potential effectiveness of such products or services;Business advisory services relating to business management and risk management, namely, aggregating and providing information to businesses about the features and effectiveness of products and services that reduce or purport to reduce the cyber risk faced by businesses; Providing business information relating to the evaluation of the performance of products and services that reduce or purport to reduce the cyber risk faced by businesses in order to provide businesses with advice related to their use or adoption of such products or services;CYBER;Providing cybersecurity information, namely, providing information about reducing or purporting to reduce the cyber risk faced by businesses; Providing cyber security technology information, namely, information in the field of cybersecurity products that reduce or purport to reduce the cyber risk faced by businesses; Cybersecurity consulting services, namely, services in the nature of cyber threat evaluation services by assessing, evaluating, and analyzing cybersecurity products and services that reduce or purport to reduce the cyber risk faced by businesses and their impact in reducing such cyber risk; Cybersecurity consulting services, namely, services in the nature of cyber threat and risk evaluation of cybersecurity products and services that reduce or purport to reduce the cyber risk faced by businesses and how such products and services may be considered effective at reducing cyber risk for businesses;
DAIWA CORPORATE ADVISORY Kabushiki Kaisha Daiwa Shoken Group Honsha 9-1, Marunouchi 1-Chome, Chiyoda-Ku Tokyo 100-6751 Japan Financial advisory services in the field of merger and acquisition transactions;Business management and strategic business planning and advisory services in the field of evaluating and executing corporate merger and acquisition transactions;The English translation of DAIWA in the mark is GREAT HARMONY.;CORPORATE ADVISORY;
DATA DRIVEN INTELLIGENCE RS Energy Group Topco, Inc. 600 Travis Street. Suite 750 Houston TX 77002 Financial advisory services in the fields of energy investments and mergers and acquisitions;Providing business research and data analytics services to others; subscription services to access research, namely, subscriptions to electronic databases; advisory services in the energy sector, namely, business advice concerning mergers and acquisitions, strategic advice in the nature of business strategic planning, and business advisory services; business research of energy assets, companies, private funding and credit markets related to energy assets;Providing product research analytics services to others;
DAVID A. BARDES ORGANIZATION, INC. DAVID A. BARDES ORGANIZATION, INC. 736 22ND PLACE VERO BEACH FL 32960 FINANCIAL ADVISORY SERVICES, AND THE DESIGN, IMPLEMENTATION AND ADMINISTRATION OF EXECUTIVE BENEFIT PLANS;
DC ADVISORY DAIWA CORPORATE ADVISORY HOLDINGS INC. 605 Third Avenue, 11th Floor New York NY 10158 Financial advisory services in the field of merger and acquisition transactions;Business management and strategic business planning and advisory services in the field of evaluating and executing corporate merger and acquisition transactions;ADVISORY;
DCS ADVISORY Kabushiki Kaisha Daiwa Shoken Group Honsha 9-1, Marunouchi 1-Chome, Chiyoda-Ku Tokyo 100-6751 Japan Financial advisory services in the field of merger and acquisition transactions;Business management and strategic business planning and advisory services in the field of evaluating and executing corporate merger and acquisition transactions;ADVISORY;
DIAGEO VENTURES DIAGEO NORTH AMERICA, INC. Three World Trade Center 175 Greenwich St New York NY 10007 Financial advisory services; venture capital services, namely, providing financing to emerging and start-up companies; venture capital financial management services; venture capital fund management; venture capital financing; project capital investment services; financial consulting services;Business management services; business consultancy services; business administration; administration of business affairs; advisory services relating to business management and organization; advisory services relating to the acquisition of businesses; business advice; business assistance relating to the formation of commercial undertakings; business consulting and information services; business research and development services; marketing services; business information, advisory and consultancy services;VENTURES;
DIAGEO VENTURES DIAGEO PLC Lakeside Drive, Park Royal London NW107HQ United Kingdom Financial advisory services; venture capital services, namely, providing financing to emerging and start-up companies; venture capital financial management services; venture capital fund management; venture capital financing; project capital investment services; financial consulting services;Business management services; business consultancy services; business administration; administration of business affairs; advisory services relating to business management and organization; advisory services relating to the acquisition of businesses; business advice; business assistance relating to the formation of commercial undertakings; business consulting and information services; business research and development services; marketing services; business information, advisory and consultancy services;VENTURES;
DISTILL VENTURES DIAGEO DV LIMITED LAKESIDE DRIVE, PARK ROYAL LONDON NW107HQ United Kingdom Financial advisory services; venture capital services, namely, providing financing to emerging and start-up companies; venture capital management services; venture capital fund management; venture capital financing; project capital investment services; financial consulting services;Business management services; business consultancy services; business administration; administration of business affairs; advisory services relating to business management and organization; advisory services relating to the acquisition of businesses; business advice; business assistance relating to the formation of commercial undertakings; business consulting and information services; business research and development services; marketing services; business information, advisory and consultancy services;VENTURES;
DISTILL VENTURES Diageo CL3 Limited Lakeside Drive, Park Royal London NW107HQ United Kingdom Financial advisory services; venture capital services, namely, providing financing to emerging and start-up companies; venture capital management services; venture capital fund management; venture capital financing; project capital investment services; financial consulting services;Business management services; business consultancy services; business administration; administration of business affairs; advisory services relating to business management and organization; advisory services relating to the acquisition of businesses; business advice; business assistance relating to the formation of commercial undertakings; business consulting and information services; business research and development services; marketing services; business information, advisory and consultancy services;VENTURES;
E-STATEMENT OPUS 2 DIRECT.COM INC. 40 HOLLY STREET, SUITE 301 TORONTO M43 3C3 financial advisory services, including the notification of status of financial accounts (mutual fund, portfolio) by electronic transmission; Investment services, investment advisory services, investment portfolio management services including the notification of status in relation to investment portfolios and/or investment accounts by electronic transmission; Investment education services including the provision of educational materials, conferences, seminars and support;E STATEMENT;
EDGEMONT CAPITAL PARTNERS Edgemont Capital Partners, L.P. 114 West 14th Street New York NY 10036 Financial advisory services, namely, private placements of equity, private placements of debt; fairness opinions, namely, financial valuations of business assets; investment banking; and corporate financial services;Business acquisitions and merger consultations; mergers and acquisitions services, namely, exclusive sale assignments, acquisitions, divestitures and fairness opinions in relation thereto; corporate partnering and restructuring; leveraged and management buyouts;financial advisory assignments;CAPITAL PARTNERS;
EEX London & Bishopsgate International, Inc. 866 Third Avenue New York NY 10022 financial advisory services;
EGS BRIGNOLI, CURLEY & ROBERTS ASSOCIATES 15 WEST 39 STREET NEW YORK NY 10018 FINANCIAL ADVISORY SERVICES;
EIX London & Bishopsgate International, Inc. 866 Third Avenue New York NY 10022 FINANCIAL ADVISORY SERVICES IN THE FIELDS OF FUTURES CONTRACTS, OPTIONS AND WARRANTS;
ELEVATED GLOBAL INVESTING Grandeur Peak Global Advisors 136 South Main Street, Suite 720 Salt Lake City UT 84101 Financial advisory services; mutual fund brokerage and mutual fund investment services;GLOBAL INVESTING;
ENTERPRISE PERSONAL ADVISORY SERVICES Enterprise Capital Management, Inc. 3343 Peachtree Road, N.E. Suite 450 Atlanta GA 303261022 financial advisory services;
EPOLO Carole Peck Financial Advisors, Inc. 3521 Bonita Bay Boulevard Bonita Springs FL 34134 Financial advisory services, namely, providing on-line personal wealth management organization and financial planning;
ETSA "SERVING EDUCATORS NATIONALLY" EDUCATORS TAX SHELTERED ALLOTMENT, INC. 101 PARKWAY DRIVE PEKIN IL 61554 FINANCIAL ADVISORY SERVICES, NAMELY, PROVIDING INFORMATION REGARDING TAX SHELTERED PROGRAMS AND INVESTMENTS TO EDUCATORS;SERVING EDUCATORS NATIONALLY AND THE REPRESENTATION OF THE CONTINENTAL UNITED STATES;
EUROPEAN INDEX London & Bishopsgate International, Inc. 866 Third Avenue New York NY 10022 financial advisory services;
EURORIENT EurOrient Investment/Merchant Banking Group P.O. Box 55697 Sherman Oaks CA 91413 financial advisory services, namely financial consulting and investment advising;
FAITH FUTURE FINANCIAL, INC. "EMBRACE YOUR FUTURE WITH FAITH, NOT FEAR!" Faith Future Financial, Inc 11030 49th Street N Clearwater FL 33762 Financial Advisory Services;FINANCIAL, INC.;
FAN FUSION ADVISOR NETWORK FUSION FINANCIAL GROUP 555 Taxter Road Elmsford NY 10523 FINANCIAL ADVISORY SERVICES;ADVISOR NETWORK;The color gray is intended to indicate shading or contrast only.;
FARM FARM ACCOUNTING AND RECORDS MANAGEMENT COMPANY (F.A.R.M.) 503 DUFF AMES IA 50010 FINANCIAL ADVISORY SERVICES;TAX CONSULTATION AND BOOK KEEPING SERVICES;FARM ACCOUNTING & RECORDS MANAGEMENT;
FINANCIAL ENGINEERING Estate Street Partners 156 Mitchell Road HOLLISTON MA 01746 Financial advisory services, namely, estate and gift planning and investment advice. Financial planning and management, namely design and implementation of highly specialized financial plans used to minimize estate taxes, eliminate probate, protect assets and preserve health;Financial;
FIRST INVESTMENT SERVICES First Bank Financial Centre 155 W. Wisconsin Ave. Oconomowoc WI 53066 Financial advisory services; financial consulting services; financial planning services; financial portfolio management services; financial planning for college and education; investment advisory services; investment analysis services; investment consulting services; investment management services; investment portfolio management services; brokerage services in the fields of financial securities, stocks, bonds, money market funds and mutual funds; investment services in the fields of financial securities, stocks, bonds, money market funds and mutual funds; investment management of and distribution of annuities; investment management of and distribution of variable annuities; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; investing the funds of others; mutual fund investment services; establishing mutual fund and model financial portfolios for others; providing information, analysis and advice in the fields of financial investments, investment strategies, financial planning and financial aspects of retirement; individual retirement account services; financial planning for retirement; financial planning in the nature of creating personalized strategies to achieve financial independence; retirement income planning services; estate planning services in the fields of annuities, life insurance, long term care insurance, individual retirement accounts and 401K rollovers; and insurance brokerage services;
FOL Burnham Sterling & Company 29 River Road, Suite 102 Cos Cob CT 06807 Financial advisory services in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial consultation, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, private equity fund investment management agency services, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial analysis, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, investment banking, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales none of foregoing including personal financial, investment and wealth management guidance and information services;
FOL Burnham Sterling & Company 29 River Road, Suite 102 Cos Cob CT 06807 Financial advisory services in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial consultation, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, private equity fund investment management agency services, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial analysis, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, investment banking, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales none of foregoing including personal financial, investment and wealth management guidance and information services;
FOLCO Burnham Sterling & Company 29 River Road, Suite 102 Cos Cob CT 06807 Financial advisory services in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial consultation, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, private equity fund investment management agency services, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial analysis, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, investment banking, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales none of foregoing including personal financial, investment and wealth management guidance and information services;
FOLCO Burnham Sterling & Company 29 River Road, Suite 102 Cos Cob CT 06807 Financial advisory services in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial consultation, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, private equity fund investment management agency services, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, financial analysis, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales, investment banking, in the fields of asset-backed financings, project financings, leveraged leases, sale leasebacks, portfolios of leased assets, secured debt, tax-advantaged financings, equipment purchasing, equipment leasing, and equipment sales none of foregoing including personal financial, investment and wealth management guidance and information services;
 

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.