| PLANMEMBER 403(B) & 457(B) SAVINGS PROGRAM PlanMember Financial Corporation
97573235 31 Aug 2022 | on 27 Jun 2023
| Financial planning for retirement, namely, administration of a retirem... Class 036 Class 036 Insurance & Financial Services Financial planning for retirement, namely, administration of a retirement plan program designed for educational, governmental, healthcare, and other nonprofit employers featuring a collection of investment and annuities options, employee retirement planning and financial education, and account communications and recordkeeping services | | | PLANMEMBER PARTNERS PlanMember Financial Corporation
97599481 20 Sep 2022 | on 06 Jun 2023
| Providing temporary use of non-downloadable computer software for fina... Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of non-downloadable computer software for financial professionals to manage retirement accounts and review the status of business submissions in the nature of new accounts, manage and make investments, access brokerage services, and receive marketing, sales, investment, and training materials via a computer network, intranet, and the internet; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service and receiving marketing, sales, investment, and training materials via a computer network, intranet, and the internet | | | PLANMEMBER RETIREMENT SERVICES PlanMember Financial Corporation
97677018 14 Nov 2022 | on 06 Jun 2023
| Financial services, namely, financial consulting provided to instituti... Class 036 Class 036 Insurance & Financial Services "RETIREMENT SERVICES" | | | PLANMEMBER INSURANCE PlanMember Financial Corporation
97200668 03 Jan 2022 | on 30 May 2023
| Financial services in the nature of the issuance and distribution of i... Class 036 Class 036 Insurance & Financial Services "INSURANCE" | | | PLANMEMBER INVESTMENT & SAVINGS PROGRAM PlanMember Financial Corporation
97259633 09 Feb 2022 | on 30 May 2023
| A full service financial services program for retirement planning and ... Class 036 Class 036 Insurance & Financial Services PLAN MEMBER INVESTMENT AND SAVINGS PROGRAM | | | PLANMEMBER PARTICIPANT CHOICE PlanMember Financial Corporation
97261961 10 Feb 2022 | on 23 May 2023
| Financial services, namely, mutual fund investment services where inve... Class 036 Class 036 Insurance & Financial Services PLAN MEMBER PARTICIPANT CHOICE | | | BENEFICIARY PLANNING SYSTEM PlanMember Financial Corporation
97368595 18 Apr 2022 | on 04 Apr 2023
| Providing a web-based service featuring technology that enables users,... Class 042 Class 042 Computer & Software Services & Scientific Services "SYSTEM" | | | BENEFICIARY SUMMARY REPORT PlanMember Financial Corporation
97327211 23 Mar 2022 | on 04 Apr 2023
| Providing a web-based service featuring technology that enables users ... Class 042 Class 042 Computer & Software Services & Scientific Services Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor | | | PRIA PlanMember Financial Corporation
97315782 16 Mar 2022 | on 04 Apr 2023
| Financial services in the nature of reviewing client retirement saving... Class 036 Class 036 Insurance & Financial Services Financial services in the nature of reviewing client retirement savings, investments, and actual or projected income and providing an analysis thereof, providing recommendations for existing and new savings and investment options to maximize income potential, offering support and advice in retirement savings and investing, which may be offered one time or on an ongoing basis | | | THE FUTURE FAVORS THE PREPARED MIND PlanMember Financial Corporation
97266542 14 Feb 2022 | on 31 Jan 2023
| Production of content in the form of non-downloadable videos on financ... Class 041 Class 041 Education and Entertainment Services Production of content in the form of non-downloadable videos on financial planning, and financial and investment information, financial options, and financial literacy; Providing on-line tutorial videos in the field of financial planning, financial investment, and financial literacy, not downloadable; Educational services in the nature of courses and classes in the field of investment options, retirement planning, and financial literacy offered via online, non-downloadable informational videos and recordings; publication of online texts of interviews featuring financial advisors in the field of financial planning, financial investment, and financial literacy for educational purposes | |