| TRUADVICE WEALTH MANAGEMENT TRUADVICE WEALTH MANAGEMENT, LLC
90084281 30 Jul 2020 | on 02 Apr 2024
| Financial planning and investment advisory services Class 036 Class 036 Insurance & Financial Services "WEALTH MANAGEMENT" | | | THE LAM GROUP The Lam Group, Inc.
88212311 30 Nov 2018 | on 30 Jun 2020
| Financial planning and investment advisory services,Financial planning... Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services | | | JFA Johnstone Financial Advisors, Inc.
87897034 27 Apr 2018 | on 05 Mar 2019
| Financial advisory and consultancy services, namely, relating to inves... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services, namely, relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, providing personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; providing financial information by means of a website in the field of investment and investment management; distribution of retirement, life insurance, disability and variable annuity insurance products; insurance brokerage; and divorce financial planning and valuation of marital assets in the nature of appraisal of personal property for others | | | THE LEGAL ADVISORS FOR FINANCIAL ADVISORS CARR BUTTERFIELD, LLP
87929523 21 May 2018 | on 12 Feb 2019
| Legal advisory services Class 045 Class 045 Personal & Legal & Social Services Legal advisory services | | | JOHNSTONE FINANCIAL ADVISORS Johnstone Financial Advisors, Inc.
87902430 01 May 2018 | on 08 Jan 2019
| Financial advisory and consultancy services, namely, relating to inves... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services, namely, relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, providing personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; providing financial information by means of a website in the field of investment and investment management; distribution of retirement, life insurance, disability and variable annuity insurance products; insurance brokerage; and divorce financial planning and valuation of marital assets in the nature of appraisal of personal property for others | | | FFORTITUDE FINANCIAL Fortitude Financial LLC
90587441 18 Mar 2021 | on 10 Mar 2023 | Estate planning; Financial planning and investment advisory services; ... Class 036 Class 036 Insurance & Financial Services The mark consists of the words "FORTITUDE FINANCIAL" on a white field, with the word "FORTITUDE" in blue characters in lowercase font with a distinct double-f first letter, and the word "FINANCIAL" in silver-gray characters in a capitalized font of smaller size. | | | THE LAM GROUP THE LAM GROUP, INC.
86311233 16 Jun 2014 | on 28 Oct 2015 | Investment advisory services and financial consulting services to high... Class 036 Class 036 Insurance & Financial Services Investment advisory services and financial consulting services to high net worth individuals, foundations and endowments | | 
