PROVIDING FINANCIAL SERVICES WITH RESPECT

Brand Owner (click to sort) Address Description
ABFP THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION 1515 West Cypress Creek Road Fort Lauderdale FL 33309 Providing financial services with respect to financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning;This certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to services in the field of behavioral finance, and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.;
ALIGN MONEY Patil, Rajesh N 44533 Japala Place 44533 Japala Place Fremont CA 94539 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;MONEY;
ALIRO LENDKEY TECHNOLOGIES, INC. 9999 Carver Road, Suite 400 Cincinnati OH 45242 Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in loans, debt instruments, securities and financial instruments and products;Providing temporary use of non-downloadable software for executing, administrating, originating and servicing the purchase, sale and exchange of loans, debt instruments, securities and financial instruments and products;
ALL WEATHER WITH ALPHA Michaud, Bernard R 17847 Burwick Loop Fairhope AL 36532 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
ASPIRATION SPORTS Aspiration Asset Managers 40 East Main St., Suite 822 Newark DE 19711 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;SPORTS;
BLUE CREDIT IMMB INC. 315 Meigs Rd Ste A 289 315 Meigs Rd Ste A 289 Santa Barbara CA 93109 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;
BLUE LIST PARTNERS Ryhanych, Glenn Edward 8309 Periwinkle Place Fairfax Station VA 22039 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;PARTNERS;
BROAD BEACH CAPITAL PARTNERS Visher, Ramses D 28711 Pacific Coast Hwy, #17 Malibu CA 90265 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
CCFG MONEY MAP Capital Choice Financial Services, Inc. 1041 Founders Row Greensboro GA 30642 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; advisory services in the field of life and health insurance;MONEY;
CONCENTRATING CHIMP Conjecture 150 West Eugenie 46 Chicago IL 60614 Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary;
DIGIDEND Ronk, Thomas C 221 34th St. #1000 Manhattan Beach CA 90266 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;
DUNAMIS PORTFOLIOS Regal Financial Group 2687 44th St SE Kentwood MI 49512 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
DUNAMIS PORTFOLIOS Regal Holdings Of America 2687 44th Street SE Kentwood MI 49512 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;PORTFOLIOS;
DURAND CAPITAL PARTNERS Regal Holdings Of America 2687 44th Street SE Kentwood MI 49512 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;CAPITAL PARTNERS;
EARTHLY Earthly PBC 1120 Mar W St, STE D Tiburon CA 94920 Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;Providing on-line non-downloadable software for managing portfolios of investments;
ELITE FI Gonzales Automotive Solutions P.O. BOX 144 Cortaro AZ 85652 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
ESSENTIAL EXPERIENCE Ellis, Paul 21201 39Th PL W Brier WA 98036 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;
ETF RESEARCH AND MANAGEMENT James O. Collins 8 Quail Crossing Moraga CA 94556 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
FXHQ Cohen, Israel 599 Nw 12 Ave Boca Raton FL 33486 Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary;
GLOBAL DELTA CAPITAL Global Delta Capital 47 Wainwright Road Winchester MA 01890 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;GLOBAL AND CAPITAL;
HALAL WALL STREET Khalid Parekh 10101 Southwest Freeway Suite 570 Houston TX 77074 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;WALL STREET;
IMPACT CIRCLE Altruistic Investing 7680 Goddard Street Suite 213 Colorado Springs CO 80920 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
INSURED DEPOSIT NOTE Institutional Deposits Corp Suite 202 2103 Coral Way Miami FL 33145 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;
INVEST IN WHAT YOU LOVE Paul Ellis 12610 52nd Pl. W. Mukilteo WA 98275 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;
IPAC Eric Swain 60 HUNTER ROAD NORTH HALEDON NJ 07508 Providing financial services with respect to financial instruments and products, namely, money management services; financial services, namely, the trading of financial instruments;
LIFT American Infrastructure Funds 950 Tower Lane, Suite 800 Foster City CA 94404 Providing financial services with respect to securities and other financial instruments, namely, offering and administering infrastructure financing trusts designed to build and own new and replacement infrastrucure assets; financial information services in the nature of providing information relating to securities and other financial instruments and products, financial investments, and financial management;
LIGHTNING SPREAD HEDGE Emrich, Robert E III 200 Manchester ln Austin TX 78737 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;SPREAD HEDGE;
MARKET VOICES TRADERPLANET.COM 5807 Old Pasco Road Wesley Chapel FL 33544 Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary;
MBOFFICE INVESTCLOUD SOLUTIONS ONE FERRY BUILDING, SUITE 255 SAN FRANCISCO CA 94111 Providing financial services with respect to securities, financial instruments, shares, options and other derivative products, namely, securities trade processing; middle and back office outsourcing; and fund administration;MIDDLE BACK OFFICE;OFFICE;
MONEY FLOW NEWS Arora Nigam 9652 BAYVIEW CT INDIANAPOLIS IN 46256 Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary;NEWS;
MUTUAL SERVICE CORPORATION Mutual Service Corporation 6810 N State Road 7 Coconut Creek FL 33073 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;
NYBCE Tonnage Media, Inc. 5 Pegs Lane Cold Spring Harbor NY 11724 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;NY BCE; NEW YORK BCE; NEW YORK BIT COIN EXCHANGE; NEW YORK BITCOIN EXCHANGE;
OPTIMA CAPITAL MANAGEMENT Jonathan Elliott 222 S Mill Ave Suite 800 222 S Mill Ave Suite 800 Tempe AZ 85281 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;CAPITAL MANAGEMENT;
OPTIMA CAPITAL MANAGEMENT Todd Bendell 222 S Mill Ave Suite 800 Tempe AZ 85281 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;CAPITAL MANAGEMENT;
OPTIMUM ALLOCATION MODEL Weitz, David 4 Wieuca Trace Atlanta GA 30342 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
ORVIETO PARTNERS Michael Tucker 8 Brewer Way Hingham MA 02043 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;PARTNERS;
PLANETNOMICS "...BECAUSE THE EARTH IS PRICELESS" roy hopkins-deacon 1 buttonsville road booborowie 5417 Australia Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
POCKET BROKER JULIE STAV, INC. Suite 2900 10250 Constellation Boulevard Los Angeles CA 90067 Providing financial services with respect to securities and other financial instruments and products by mobile computer terminal or consumer electronic device, namely, providing financial market news and commentary;BROKER;
REGAL HOLDINGS Regal Holdings Of America 2687 44th Street SE Kentwood MI 49512 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;HOLDINGS;
REGAL INVESTMENT ADVISORS Regal Holdings Of America 2687 44th Street SE Kentwood MI 49512 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;INVESTMENT ADVISORS;
RESERVE POINTS Affinity Capital Exchange Inc 40 Exchange Pl #1302 New York NY 10005 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;
RETHINK TECHNOLOGY Hibben, Mark W. 55 Wild Turkey Circle, PO Box 821 High Rolls NM 883250821 Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary;TECHNOLOGY;
RISKINVERSE RiskInverse 2821 Ridge Valley Drive Fort Wayne IN 46804 Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary;RISK UNIVERSE;Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes;
SEVEN METRICS Regal Financial Group 2687 44th St SE Kentwood MI 49512 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;
SOUTHPORT CAPITAL Livingston Group Asset Management Company, Inc. 100 W ML King Blvd., Suite 300 Chattanooga TN 37402 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; advisory services in the field of financial services;CAPITAL;
STACC Stacc Holdings, Inc. 2055 Limestone Rd STE 200-C Wilmington DE 19808 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;
STRATIFIED ETF LOCUS, LP Clarendon House, 2 Church Street Hamilton HM11 Bermuda Providing financial services with respect to securities and other financial instruments and products, namely, money management services and mutual fund advisory, brokerage, investment and planning services; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds; banking services, mutual fund investment advisory services, financial services, namely, investment of funds for others, investment management and investment advisory services in connection with savings plans for educational purposes; financial planning services; providing information about investing and financial savings for educational purposes, managing and administering investment plans for the funding of higher education; and related services, namely, financial services in the nature of savings programs for youths, and securities brokerage and trading services; investment management featuring financial portfolio management of investments in the fields of banking, mutual fund investment advisory services, investment management services and financial services in the nature of exchange traded funds; financial investment services in the field of pooled investment funds, including exchange traded funds; providing information in the financial and investment fields; financial advisory services, including the structuring, sale, distribution, management and administration of investments, including exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, advisory, distribution, administration, management, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; fund investment consultation; fund investment services featuring securities offered according to previously established criteria; funds investment; management of a capital investment fund; mutual fund brokerage; exchange traded fund brokerage; exchange traded funds investment; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, exchange traded funds, and other securities, and investment of funds of others; transfer agency services; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, asset management; financial, securities and commodities exchange services; financial investment analysis; real estate management; rental of office space; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives; investment services, namely, offering exchange traded note products based on a note index; financial services, namely, investment fund management and advisory services; offering and administering closed-end funds and exchange-traded funds; investment services, namely, offering exchange traded fund products based on a mutual fund index;ETF;
STRATIFIED FUNDS LOCUS, LP Clarendon House, 2 Church Street Hamilton HM11 Bermuda Providing financial services with respect to securities and other financial instruments and products, namely, money management services and mutual fund advisory, brokerage, investment and planning services; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds; banking services, mutual fund investment advisory services, financial services, namely, investment of funds for others, investment management and investment advisory services in connection with savings plans for educational purposes; financial planning services; providing information about investing and financial savings for educational purposes, managing and administering investment plans for the funding of higher education; and related services, namely, financial services in the nature of savings programs for youths, and securities brokerage and trading services; investment management featuring financial portfolio management of investments in the fields of banking, mutual fund investment advisory services, investment management services and financial services in the nature of exchange traded funds; financial investment services in the field of pooled investment funds, including exchange traded funds; providing information in the financial and investment fields; financial advisory services, including the structuring, sale, distribution, management and administration of investments, including exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, advisory, distribution, administration, management, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; fund investment consultation; fund investment services featuring securities offered according to previously established criteria; funds investment; management of a capital investment fund; mutual fund brokerage; exchange traded fund brokerage; exchange traded funds investment; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, exchange traded funds, and other securities, and investment of funds of others; transfer agency services; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, asset management; financial, securities and commodities exchange services; financial investment analysis; real estate management; rental of office space; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives; investment services, namely, offering exchange traded note products based on a note index; financial services, namely, investment fund management and advisory services; offering and administering closed-end funds and exchange-traded funds; investment services, namely, offering exchange traded fund products based on a mutual fund index;FUNDS;
STRATIFIED SHARES LOCUS, LP Clarendon House, 2 Church Street Hamilton HM11 Bermuda Providing financial services with respect to securities and other financial instruments and products, namely, money management services and mutual fund advisory, brokerage, investment and planning services; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds; banking services, mutual fund investment advisory services, financial services, namely, investment of funds for others, investment management and investment advisory services in connection with savings plans for educational purposes; financial planning services; providing information about investing and financial savings for educational purposes, managing and administering investment plans for the funding of higher education; and related services, namely, financial services in the nature of savings programs for youths, and securities brokerage and trading services; investment management featuring financial portfolio management of investments in the fields of banking, mutual fund investment advisory services, investment management services and financial services in the nature of exchange traded funds; financial investment services in the field of pooled investment funds, including exchange traded funds; providing information in the financial and investment fields; financial advisory services, including the structuring, sale, distribution, management and administration of investments, including exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, advisory, distribution, administration, management, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; fund investment consultation; fund investment services featuring securities offered according to previously established criteria; funds investment; management of a capital investment fund; mutual fund brokerage; exchange traded fund brokerage; exchange traded funds investment; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, exchange traded funds, and other securities, and investment of funds of others; transfer agency services; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, asset management; financial, securities and commodities exchange services; financial investment analysis; real estate management; rental of office space; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives; investment services, namely, offering exchange traded note products based on a note index; financial services, namely, investment fund management and advisory services; offering and administering closed-end funds and exchange-traded funds; investment services, namely, offering exchange traded fund products based on a mutual fund index;SHARES;
SUSQUEHANNA CREDIT Susquehanna International Group, LLP 1201 N. Orange St., S-715 One Commerce Center Wilmington DE 19801 providing financial services with respect to securities and other financial instruments and products;
SYNTAX LOCUS, LP Clarendon House, 2 Church Street Hamilton HM11 Bermuda Providing financial services with respect to securities and other financial instruments and products, namely, money management services and mutual fund advisory, brokerage, investment and planning services;
SYNTAX Locus LP Clarendon House 2 CHURCH STREET Hamilton HM11 Bermuda Providing financial services with respect to securities and other financial instruments and products, namely, money management services and fund advisory, investment and planning services; financial information services, namely, providing financial classification information for companies, securities, and any other discrete part of an economic system; financial products and services, namely, financial advisory and management services to seek to enhance risk-adjusted returns in the nature of maintaining possession of financial assets for others for financial management purposes for funds including exchange traded funds, limited partnership vehicles, and other, securities and securities-based investment products;Providing an on-line computer web site that provides commercial financial transaction data and economic information and data; providing financial indices based on selected groups of securities;
SYNTAX S-SHARES Syntax Analytics 110 East 59th Street, 33rd floor New York NY 10022 Providing financial services with respect to securities and other financial instruments and products, namely, money management services and mutual fund advisory, brokerage, investment and planning services;S-SHARES;
VENERATED VOICES Advisor Perspectives P.O Box 380 Lexington MA 02420 Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary;
WALL STREET TRADING Wall Street Trading Suite 4E 1350 15th Street Fort Lee NJ 07024 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;Management and business consulting services in the field of securities trading;TRADING;
WINCAP Wintrust Financial Corporation 9700 West Higgins Road Rosemont IL 60018 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;WIN CAP;
WINTRUST CAPITAL MANAGEMENT Wintrust Financial Corporation 9700 West Higgins Road Rosemont IL 60018 Providing financial services with respect to securities and other financial instruments and products, namely, money management services;WIN TRUST CAPITAL MANAGEMENT;CAPITAL 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.