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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| "WE TAKE THE PIECES OF YOUR FINANCIAL LIFE AND PUT THE PUZZLE TOGETHER" | Donald V. Creech | 3901 Westerre Parkway, Suite 300 Richmond VA 23233 |
Financial services, wealth management services |
| '' ,, . ADVICEPERIOD | AdvicePeriod, LLC | 2000 Avenue of the Stars, Ste. 550-N Los Angeles CA 90067 |
Financial planning and investment advisory services; ... |
| 1 | COMMUNITYONE BANK, NATIONAL ASSOCIATION | 101 SUNSET AVENUE ASHEBORO NC 27203 |
banking services; financial services, checking accounts, ... |
| 1 COMMUNITYONE | COMMUNITYONE BANK, NATIONAL ASSOCIATION | 101 SUNSET AVENUE ASHEBORO NC 27203 |
banking services; financial services, checking accounts, ... |
| 1 COMMUNITYONE | COMMUNITYONE BANK, NATIONAL ASSOCIATION | 101 SUNSET AVENUE ASHEBORO NC 27203 |
banking services; financial services, checking accounts, ... |
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| 1 COMMUNITYONE | COMMUNITYONE BANK, NATIONAL ASSOCIATION | 101 SUNSET AVENUE ASHEBORO NC 27203 |
banking services; financial services, checking accounts, ... |
| 111 WEALTH MANAGEMENT | NStanley, Inc | 1341 W Fullerton, Suite 375 Chicago IL 60614 |
Financial services, wealth management services |
| 2020 VISION: THE MOST CRITICAL DECADE | THE BANK OF NEW YORK MELLON CORPORATION | One Wall Street New York NY 10286 |
WEALTH MANAGEMENT SERVICES, PROVIDING FINANCIAL ASSET ... |
| 5 STAR RETIREMENT REVIEW | Centennial Wealth Advisory | 102 4020 Copper View Dr Traverse City MI 49684 |
Financial consultancy; Financial services, wealth management ... |
| A HEALTHIER APPROACH TO PLANNING | Monarch Wealth Strategies, Inc. | 1501 State Street Santa Barbara CA 93101 |
Financial advice and consultancy services; Financial ... |
| A SANCTUARY FROM THE NOISE | Moisand Fitzgerald Tamayo, LLC | Suite 165 601 S. Lake Destiny Rd. Maitland FL 32751 |
Financial planning; Financial planning and investment ... |
| A SINGLE FAMILY OFFICE FOR MULTIPLE FAMILIES | Pathstone Family Office, LLC | 285 Grand Avenue Englewood NJ 07631 |
Bill payment services; Estate planning; Financial ... |
| ABLE FINANCIAL GROUP | Able Financial Group, L.L.C. | 8737 E. Via de Commercio, Suite 100 Scottsdale AZ 85258 |
Financial and investment services, management ... |
| ABSOLUTE VALUE | Omega Financial Group | 812 Anacapa Street Santa Barbara CA 93101 |
Financial services, wealth management services |
| ADVICEPERIOD. IT'S THAT SIMPLE. | AdvicePeriod, LLC | 2000 Avenue of the Stars, Ste. 550-N Los Angeles CA 90067 |
Financial planning and investment advisory services; ... |
| ADVISING THOSE WHO SERVE | PUBLIC EMPLOYEE ADVISORS, LLC | 1000 Corporate Drive, 7th Floor Ft. Lauderdale FL 33334 |
Financial advisory and consultancy services; Financial ... |
| AG | AlphaGlider LLC | P.O. Box 7775 #85382 San Francisco CA 941207775 |
Financial services, wealth management services |
| AG ALPHAGLIDER | AlphaGlider LLC | P.O. Box 7775 #85382 San Francisco CA 941207775 |
Financial services, wealth management services |
| AKRO ADVISORS | Akro Advisors, Inc. | 175 SW 7th St., Ste. 2101 Miami FL 33130 |
Financial planning and investment advisory services; ... |
| AKRO ALTERNATIVE INVESTMENTS | Akro Avisors, Inc. | 175 SW 7th St., Ste. 2101 Miami FL 33130 |
Financial planning and investment advisory services; ... |
| AKRO CONSULTING | Akro Advisors, Inc. | 175 SW 7th St., Ste. 2101 Miami FL 33130 |
Financial planning and investment advisory services; ... |
| AKRO GROUP | Family Office Consulting Inc. | Calle 85 9-52 Apto 501 Bogota FL 33130 |
Financial consultation; Financial planning and investment ... |
| ALARM ASSET MANAGEMENT | Ronald Kruse | 11375 Robinson Drive, #210 Coon Rapids MN 55433 |
wealth management services; publications in the ... |
| ALETHEA | Alethea Capital Management, LLC | 15618 Jube Wright Court San Diego CA 92127 |
Investment advisory services focused on technical ... |
| ALFA GROUP | Michael S. Lee | 201 Chamblee Boulevard Greenville SC 29615 |
Financial services, financial advising and wealth ... |
| ALIGN WEALTH MANAGEMENT | Puckett Financial Advisors, LLC | 13921 Quail Pointe Drive Oklahoma City OK 73134 |
Financial planning; Financial planning and investment ... |
| ALIGNED WEALTH | Michele Ludmer | 41 Indian Hill Rd Katonah NY 10536 |
Financial planning and investment advisory services; ... |
| ALLIANCE CAPITAL ADVISORY GROUP | March Group LLLP, The | 2108 Company Street Suite 4 Christiansted 00820 US Virgin Islands |
Wealth management services, asset protection services, ... |
| ALPHAGLIDER | AlphaGlider LLC | P.O. Box 7775 #85382 San Francisco CA 941207775 |
Financial services, wealth management services |
| ALTIUM WEALTH MANAGEMENT | ALTIUM WEALTH MANAGEMENT, LLC | 2500 WESTCHESTER AVENUE, SUITE 401 PURCHASE NY 10577 |
Financial services, wealth management services |
| ALTIUM WEALTH MANAGEMENT | ALTIUM WEALTH MANAGEMENT, LLC | Suite 210 2500 Westchester Avenue Purchase NY 10577 |
Financial services, wealth management services |
| AMALGAMATED INVESTMENT SERVICES | Amalgamated Bank | 275 Seventh Avenue New York NY 10001 |
financial services, wealth management services |
| AMERICA'S NEST-EGG | Financial Ideas, Inc. | 232 Delphi Circle Los Altos CA 94022 |
Financial services, wealth management services |
| AMERICA'S TAX SOLUTIONS | Table Bay Financial Network, Inc. | 600 W. Broadway, Suite 3100 San Diego CA 92101 |
Financial planning and wealth management services, ... |
| ANNUITYOVERLAY | Lally Wealth Management LLC | 50 Nichols Ln East Greenwich RI 02818 |
Financial services, wealth management services |
| ARLINGTON FAMILY OFFICES | Morris Avenue Partners, LLC | 2000 Morris Avenue, Suite 1100 Birmingham AL 35203 |
Financial planning and investment advisory services; ... |
| ASCENDANT WEALTH MANAGEMENT GROUP | Brandt, Nielsen & Associates, LLC | 1400 Central Ave. Fort Dodge IA 50501 |
Financial planning; Financial services, wealth management ... |
| ASPIRATION ASSET MANAGERS | Aspiration Asset Managers, LLC | 40 East Main Street, Suite 822 Newark DE 19711 |
Financial services, a total portfolio offering ... |
| ASSET PLANNING SERVICES, LTD. FINANCIAL DIRECTION IN A COMPLEX WORLD | Asset Planning Services, Ltd | PO Box 164 Harleysville PA 19438 |
Financial planning and investment advisory services; ... |
| AUSTIN WEALTH MANAGEMENT | Austin Wealth Management, LLC | 3307 Northland Drive, Suite 100 Austin TX 78731 |
Financial services, wealth management services |
| AZARIAS CAPITAL PARTNERS | Azarias Capital Partners, LLC | 11 Wyndham Lane Chester Springs PA 19425 |
Estate planning; Financial consulting and advising ... |
| BANCA AKROS | Banca Akros S.p.A. | Corso Italia 3 Milano Italy |
Financial advisory and consultancy services, financial ... |
| BANK OF MARIN BANCORP | Bank of Marin | Suite 100 504 Redwood Blvd. Novato CA 94947 |
Holding company services and financial services, ... |
| BAY ISLAND CAPITAL | Bay Island Capital, LLC | 208 Bentley Square Mountain View CA 94040 |
Financial and investment advisory services; Financial ... |
| BE WISE | Sapere Wealth Management, LLC | Suite 2A 130 Matthews Station Street Matthews NC 28105 |
Financial and investment services, wealth management ... |
| BEACON FINANCIAL GROUP | Beacon Financial Group Inc. | 101 Town Center Drive Warren NJ 07059 |
Registered investment advisory services; Financial consultancy, ... |
| BECAUSE LIFE ALTERS WEALTH | Tucker Bria Wealth Strategies, LLC | 3100 Tower Boulevard Suite 117 Durham NC 27707 |
Wealth management services, providing investment management, ... |
| BECAUSE YOUR GOALS ARE COUNTING ON YOU. | The Ancora Group, Inc. | Suite 300 2000 Auburn Drive Beachwood OH 44122 |
Financial services, wealth management services |
| BLOOMBERGBLACK | Bloomberg Finance One L.P. | Legal Department 731 Lexington Avenue New York NY 10022 |
Financial services, wealth management services |
| BNY MELLON CONNECT | The Bank of New York Mellon Corporation | 15th Floor One Wall Street New York NY 10286 |
financial services, providing banking and financial ... |
| BRAMSHILL | Bramshill Investments, LLC | Ridgewood Commons 947 Linwood Avenue Ridgewood NJ 074502939 |
Financial planning and investment advisory services; ... |
| BSI | BSI SA | Via Magatti 2CH Switzerland |
Services provided by banking and banking-related ... |
| BUILDING YOUR WEALTH ENTERPRISE | W.E. FAMILY OFFICES HOLDINGS, LLC | 701 Brickell Avenue, Suite 2100 Miami FL 33131 |
Financial asset management; Financial services, wealth ... |
| BYRNE WEALTH | Byrne Wealth Management, LLC | 19307 G Street Omaha NE 68135 |
Financial services, wealth management services ... |
| BYRNE WEALTH MANAGEMENT | Byrne Wealth Management, LLC | 19307 G Street Omaha NE 68135 |
Financial services, wealth management services ... |
| CABLE HILL PARTNERS | Cable Hill Partners, LLC | 61 W. Palisades Ave. Englewood NJ 07631 |
Financial planning and investment advisory services; ... |
| CAERLEON | Carleon Capital Partners LLC | 23rd Floor, East Tower 280 Park Avenue New York NY 10017 |
financial services, financial asset management, investment ... |
| CAERLEON | Carleon Capital Partners LLC | 23rd Floor, East Tower 280 Park Avenue New York NY 10017 |
Financial services, financial asset management, investment ... |
| CAMARES | Camares Capital LLP | 4th Floor Reading Bridge House GB Berkshire RG1 8LS United Kingdom |
Investment and collective investment schemes management ... |
| CAMBRIDGE WEALTH COUNSEL | Southern Wealth Management, Inc. | Suite 105 505 Corporate Center Drive Stockbridge GA 30281 |
Financial advice and consultancy services; Financial ... |
| CANTOR FITZGERALD WEALTH PARTNERS | Cantor Fitzgerald Securities | 110 East 59th Street New York NY 10022 |
Financial services, wealth management services, financial ... |
| CAPITAL GROUP | The Capital Group Companies, Inc. | Attn: Legal Department 333 South Hope St., 55th Floor Los Angeles CA 90071 |
Investment management; financial analysis and consultation; ... |
| CAPITAL IDEAS! | Capital Investment Counsel, Inc. | 210 University Blvd., Ste#550 Denver CO 80206 |
Wealth management services, money management ... |
| CAPITAL INVESTMENT MANAGEMENT | Capital Investment Management, Inc. | Suite 1350 8055 E. Tufts Avenue Denver CO 80237 |
Advice relating to investments; Capital investment ... |
| CAPITAL STRATEGIES | Capital Strategies Group, Inc. | Suite 300 850 Shades Creek Parkway Birmingham AL 35209 |
Financial services, wealth management services |
| CAPITAL STRATEGIES. | Capital Strategies Group, Inc. | Suite 300 850 Shades Creek Parkway Birmingham AL 35209 |
Financial services, wealth management services |
| CAPSAR WEALTH MANAGEMENT | Church, Lloyd | 1 Waterview Dr Saratoga Springs NY 12866 |
Financial services, wealth management services |
| CAPSTAN | Marsh, William H. | 500 So. Washington Blvd., Suite 100 Sarasota FL 34236 |
Financial consulting; Financial information and evaluations; ... |
| CAPSTONE AFFLUENT STRATEGIES | Sports Phan, Inc. | 20701 N Scottsdale Rd Ste 107-510 Scottsdale AZ 85255 |
Financial services, wealth management services |
| CARUS BANK | First Bancorp Inc. | 341 North Main Street Troy NC 27371 |
Financial services, bank services, deposit account ... |
| CENTURION WEALTH ADVISORS | Centurion Wealth Advisors | 338 Willard North St San Francisco CA 94118 |
Financial planning; Financial services, wealth management ... |
| CERTUSWEALTH | CertusHoldings, Inc. | 935 S. Main Street, Suite 300 Greenville SC 29601 |
Wealth management services |
| CHARTER ONE WEALTH MANAGEMENT | Citizens Financial Group | One Citizens Plaza Providence RI 02903 |
Banking services; Financial services, wealth management ... |
| CHARTER ONE WEALTH MANAGEMENT | Citizens Financial Group | One Citizens Plaza Providence RI 02903 |
Banking services; Financial services, wealth management ... |
| CICC | China International Capital CorporationLimited | No. 1 Jian Guo Men Wai Avenue CN Beijing 100004 China |
Accident insurance underwriting, Actuarial services, Insurance ... |
| CIG | CIG Corp. | 1000 Town Center Suite 2500 Southfield MI 48075 |
Financial planning and investment advisory services; ... |
| CIMCO | CIMCO | 8055 E. Tufts Avenue, Ste. 1350 Denver CO 80237 |
Advice relating to investments; Capital investment ... |
| CITIZENS WEALTH MANAGEMENT | Citizens Financial Group | One Citizens Plaza Providence RI 02903 |
Banking services; Financial services, wealth management ... |
| CITIZENS WEALTH MANAGEMENT | Citizens Financial Group, Inc. | One Citizens Plaza Providence RI 029031339 |
Financial services, wealth management services |
| CLARITY FOR THE PRESENT VISION FOR THE FUTURE | PRW Wealth Management, LLC | 2 Batterymarch Park 1 Pine Hill Drive, Suite 502 Quincy MA 021697400 |
Financial services, wealth management services |
| CLARITYFINANCIAL | Clarity Financial LLC | 2603 Augusta Dr., Suite 420 Houston TX 77057 |
Financial services, wealth management services |
| CLARITYFINANCIAL | Clarity Financial LLC | 2603 Augusta Dr., Suite 420 Houston TX 77057 |
Financial services, wealth management services |
| CLEAR DIRECTION. CLEAR FUTURE | Lumin Financial, LLC | 2000 Town Center, Ste. 1825 Southfield MI 48075 |
Financial advice and consultancy services; Financial ... |
| CLIENT FOCUSED. PERIOD. | Puckett Financial Advisors, LLC | 13921 Quail Pointe Drive Oklahoma City OK 73134 |
Financial planning; Financial planning and investment ... |
| COLESBURY | Colesbury Capital LLC | 18073 SE Heritage Drive Tequesta FL 33469 |
Financial advisory and consultancy services; Financial ... |
| COLONY FAMILY OFFICES | Colony Family Offices, LLC | One Morrocroft Centre 6805 Morrison Blvd, STE 310 Charlotte NC 28211 |
Financial services, wealth management services |
| COLUMBIA PACIFIC ADVISORS | Columbia Pacific Advisors, LLC | 1910 Fairview Avenue East, Suite 200 Seattle WA 98102 |
Financial services, wealth management services |
| COLUMBIA PACIFIC CAPITAL MANAGEMENT | Columbia Pacific Advisors, LLC | 1910 Fairview Avenue East, Suite 200 Seattle WA 98102 |
Financial services, wealth management services |
| COMMUNITYONE | COMMUNITYONE BANK, NATIONAL ASSOCIATION | 101 SUNSET AVENUE ASHEBORO NC 27203 |
banking services; financial services, checking accounts, ... |
| COMMUNITYONE BANCORP | COMMUNITYONE BANK, NATIONAL ASSOCIATION | 101 SUNSET AVENUE ASHEBORO NC 27203 |
Banking services; financial services, checking accounts, ... |
| CONCENTRIC PRIVATE WEALTH | Mary Katherine Liola | 888 N. Qunicy Street No. 702 Arlington VA 22203 |
Investment advisory and wealth management services; ... |
| CONFLUENCE FINANCIAL PARTNERS | Confluence Financial Partners, Inc. | 100 First Avenue, Suite 600 Pittsburgh PA 15222 |
Financial and investment services, management ... |
| CONFLUENCE FINANCIAL PARTNERS | Confluence Financial Partners, Inc. | 100 First Avenue, Suite 600 Pittsburgh PA 15222 |
Financial and investment services, management ... |
| CP | Columbia Pacific Advisors, LLC | 1910 Fairview Avenue East, Suite 200 Seattle WA 98102 |
Financial services, wealth management services |
| CPA CO-SOURCE COOPERATIVE PARTNERS ALLIANCE | Minichino, Ralph | 3 Gurney St. East Haven CT 06512 |
Financial services, wealth management services |
| CPA2 | Nobile Wealth Management, LLC | 2234 Main Street Glastonbury CT 06033 |
Financial services, wealth management services |
| CPA2 | Nobile Wealth Management, LLC | 2234 Main Street Glastonbury CT 06033 |
Financial services, wealth management services |
| CRESTONE | Crestone Capital Advisors LLC | 1050 Walnut Street, Suite 402 Boulder CO 80302 |
Investment advisory and wealth management services; ... |
| CROWN WEALTH MANAGEMENT LIVE ABUNDANTLY, GIVE GENEROUSLY. | Crown Wealth Managemnet, Inc. | 680 17011 Beach Boulevard Huntington Beach CA 92647 |
Financial services, wealth management services |
| CUMBRE | RODRIGUEZ, DUKE | 9656 E SUTTON DRIVE SCOTTSDALE AZ 85260 |
Advice relating to investments; Financial advice ... |
Where the owner name is not linked, that owner no longer owns the brand |
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