AWM DATA, LLC

 AWM DATA, LLC contact information is shown below
Owner:AWM DATA, LLC
Owner Address:3200 OLYMPUS BLVD SUITE 100 DALLAS TX 75019
Owner Web Site
Owner Phone
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Brands Owned byAWM DATA, LLC

Brand:

CAPITAL GAINS ANALYZER

Description:

Online, non-downloadable software for use by financial services professionals in their wealth management practices to identify investment strategies and conduct financial and investment transactions and assessments for their clients; Online, non-downloadable software providing access to financial data feeds;

Category: ONLINE
Brand:

SOCIAL SECURITY PLANNER

Description:

Providing temporary use of online, non-downloadable software for use by financial services professionals and their clients to review, analyze, and discuss retirement, survivor, and disability benefits and claiming strategies; Providing temporary use of online, non-downloadable software providing informational and educational content pertaining to retirement, survivor, and disability benefits;

Category: PROVIDING TEMPORARY USE ONLINE
Brand:

TAX-LOSS HARVESTER

Description:

Online, non-downloadable software for use by financial services professionals in their wealth management practices to identify investment strategies and conduct financial and investment transactions and assessments for their clients;

Category: ONLINE
Brand:

TSI TAX-SMART INVESTING

Description:

The mark consists of a parallelogram containing the letters TSI. Underneath the parallelogram is the phrase Tax-Smart Investing.;Color is not claimed as a feature of the mark.;TAX-SMART INVESTING;Providing use of a web-based platform featuring software tools for use by financial services professionals to identify and develop wealth optimization strategies and investment opportunities that benefit the financial services professionals' clients;

Category: