| 1-CLICK REVIEW ADVISOR360, LLC
85255460 02 Mar 2011 | on 02 May 2024
| Providing an investment advisory database to financial advisors for th... Class 036 Class 036 Insurance & Financial Services ONE-CLICK REVIEW | | | S Stonehill College, Inc.
97472810 23 Jun 2022 | on 06 Feb 2024
| Athletic apparel, namely, shirts, pants, jackets, footwear, hats and c... Class 025 Class 025 Clothing Products Athletic apparel, namely, shirts, pants, jackets, footwear, hats and caps, athletic uniforms Class 041 Class 041 Education and Entertainment Services The color(s) purple, white, gray, and black is/are claimed as a feature of the mark. | | | YOUR COMPLETE FINANCIAL LIFE ADVISOR360, LLC
77924378 31 Jan 2010 | on 26 Oct 2023
| PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEW... Class 036 Class 036 Insurance & Financial Services PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS Class 042 Class 042 Computer & Software Services & Scientific Services PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE TO CLIENTS FOR VIEWING AND ANALYZING FINANCIAL-BASED DATA | | | COMMENT CAT Eastern Research Group, Inc.
90284805 28 Oct 2020 | on 17 Oct 2023
| Providing online, non-downloadable application software for categorizi... Class 035 Class 035 Advertising, Business & Retail Services "COMMENT" Class 042 Class 042 Computer & Software Services & Scientific Services Providing online, non-downloadable application software for categorizing and analyzing public comments submitted in response to proposed regulations or other actions or initiatives; providing online, non-downloadable software to facilitate reading original comment submissions, categorizing comments by topic, writing comment summaries, drafting and editing and approving comment responses and preparing organized comment and comment response documents; providing online, non-downloadable software for displaying current status reports regarding comment submissions, identifying the type and number of comments electronically received, the number of comments submitted by topic or issue, the status of comment letters being analyzed, and the status of comment responses being drafted, and allowing comment letters and comment issues to be assigned to specific users for human or machine processing; providing online, non-downloadable computer software for use by organizations to collect, share, analyze, and track public comments submitted in response to proposed regulations, environmental impact statements, or other initiatives enabling the user to receive comments and answers to questions submitted through a web site, to post the comments and answers and other relevant documents to the web site, to categorize comments and answers by issue or topic, to draft, edit, as well as approve comment summaries and responses and to report on comments and answers, issues, or the status of key milestones in the process; application service provider (ASP), namely, hosting computer software applications featuring software for use by organizations to collect, share, analyze and track public comments submitted in response to proposed regulations, environmental impact statements, or other initiatives enabling the user to receive comments and answers to questions submitted through a web site, to post the comments, answers and other relevant documents to the web site, to categorize comments and answers by issue or topic, to draft, edit, as well as approve comment summaries and responses and to report on comments and answers, issues, or the status of key milestones in the process | | | COMMUNITY LINK COMMONWEALTH EQUITY SERVICES, LLC
85245640 18 Feb 2011 | on 29 Aug 2023
| Providing securities and financial account information on a limited an... Class 036 Class 036 Insurance & Financial Services "LINK" | | | Logo Mark Commonwealth Equity Services, LLC
88794515 12 Feb 2020 | on 22 Aug 2023
| Providing temporary use of non-downloadable computer software to custo... Class 035 Class 035 Advertising, Business & Retail Services Color is not claimed as a feature of the mark. Class 036 Class 036 Insurance & Financial Services Providing operational business assistance to independently-operated financial services businesses; Business development services, namely, providing start-up and consulting support in the area of business development for the financial services businesses of others; Business development services for the financial services businesses of others, namely, providing marketing support for independent investment advisors and securities brokers by supplying paper-based marketing materials for dissemination by independent investment advisors and securities brokers to their clients; Providing centralized operational business support to the financial services businesses of independent investment advisors and securities brokers, namely, preparation of periodic asset-holdings statements in the nature of financial statements and preparation and dissemination of financial market reports; Providing centralized business support for a network of independent investment advisors, namely, centralized account billing services, preparation and dissemination of periodic asset-holdings statements, and preparation and dissemination of market reports; and providing business support in the nature of business compliance services in the nature of financial record-keeping for regulatory compliance purposes Class 042 Computer & Software Services & Scientific Services Providing regulatory compliance support to independent investment advisors and securities brokers, namely, compliance consulting services that assist investment advisors in ensuring that they are operating within federal and state securities and investment advisor-related laws and regulations
Class 045 Personal & Legal & Social Services Providing temporary use of non-downloadable computer software to customers and affiliated financial advisors, brokers, and representatives, for viewing client account data to facilitate analyses of holdings and financial positions; providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives and advisors for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions and financial plans, and for conducting all client-based workflow from one central location; and Web-based and paper-based graphic design of promotional materials for dissemination by independent investment advisors and securities brokers to their clients | | | UNIFIED DATA FABRIC ADVISOR360°, LLC
90621540 02 Apr 2021 | on 08 Aug 2023
| Providing temporary use of non-downloadable computer software for a se... Class 036 Class 036 Insurance & Financial Services "DATA FABRIC" Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance | | | DEGREES OF DIFFERENCE ADVISOR360°, LLC
97013488 06 Sep 2021 | on 01 Aug 2023
| Charitable services, namely, coordination of non-monetary contribution... Class 035 Class 035 Advertising, Business & Retail Services Charitable foundation services, namely, providing charitable fundraising and investment management services for charitable organizations; providing charitable fundraising activities for charitable organizations; accepting and administering monetary charitable contributions; philanthropic services concerning monetary donations; charitable fundraising services Class 036 Class 036 Insurance & Financial Services Charitable services, namely, coordination of non-monetary contributions to charities and non-profits; organizing and conducting volunteer programs and community services projects | | | COMMONWEALTH Commonwealth Equity Services, LLC
88731533 18 Dec 2019 | on 02 May 2023
| Financial advisory services; Investment advisory services; Investment ... Class 035 Class 035 Advertising, Business & Retail Services Financial advisory services; Investment advisory services; Investment brokerage services; Securities brokerage and advisory services; Securities brokerage services, namely, buying and selling securities for others; Financial asset management and research; Investment management; and Providing centralized operational support to the financial services businesses of independent investment advisors and securities brokers, namely, administration of securities brokerage accounts; Investment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services; Providing securities and financial account information on a limited and secure basis to authorized securities brokers, advisors, account representatives, subscribing clients, and other authorized persons; providing indexed and classified financial market information, securities quotes, financial news stories, and providing professional financial information and professional financial research on a limited basis to securities brokers, advisors and account representatives, and other authorized persons; Providing an investment advisory database to financial advisors for the purpose of review and generation of consolidated, household financial reports in the field of securities, including, but not limited to stocks, bonds, mutual funds, variable insurance products, so-called alternative investments, and financial planning, none of the foregoing being related to consumer payments; Online financial services, namely, providing account holders with account information, account balances, available cash, financial holdings, positions, financial transaction history, performance reporting, and financial numeric calculations; providing information via a global computer network featuring financial market data, news and securities quotes; and providing computerized on-line financial transaction services, namely, funds transfer, payment and securities trading; providing investment market research support and analysis for independent investment advisors and securities brokers; and providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons Class 036 Class 036 Insurance & Financial Services Providing operational business assistance to independently-operated financial services businesses; Business development services, namely, providing start-up and consulting support in the area of business development for the financial services businesses of others; Business development services for the financial services businesses of others, namely, providing marketing support for independent investment advisors and securities brokers by supplying paper-based marketing materials for dissemination by independent investment advisors and securities brokers to their clients; Providing centralized operational business support to the financial services businesses of independent investment advisors and securities brokers, namely, preparation of periodic asset-holdings statements in the nature of financial statements and preparation and dissemination of financial market reports; Providing centralized business support for a network of independent investment advisors, namely, centralized account billing services, preparation and dissemination of periodic asset-holdings statements, and preparation and dissemination of market reports; and providing business support in the nature of business compliance services in the nature of financial record-keeping for regulatory compliance purposes Class 042 Computer & Software Services & Scientific Services Providing regulatory compliance support to independent investment advisors and securities brokers, namely, compliance consulting services that assist investment advisors in ensuring that they are operating within federal and state securities and investment advisor-related laws and regulations
Class 045 Personal & Legal & Social Services Providing temporary use of non-downloadable computer software to customers and affiliated financial advisors, brokers, and representatives, for viewing client account data to facilitate analyses of holdings and financial positions; providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives and advisors for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions and financial plans, and for conducting all client-based workflow from one central location; and Web-based and paper-based graphic design of promotional materials for dissemination by independent investment advisors and securities brokers to their clients | | | COMMONWEALTH FINANCIAL NETWORK COMMONWEALTH EQUITY SERVICES, LLC
75505288 19 Jun 1998 | on 05 Nov 2022
| INVESTMENT BROKERAGE AND INSURANCE BROKERAGE SERVICES; AND PROVIDING I... Class 036 Class 036 Insurance & Financial Services INVESTMENT BROKERAGE AND INSURANCE BROKERAGE SERVICES; AND PROVIDING INVESTMENT, FINANCIAL, ASSET AND INSURANCE MANAGEMENT ADVICE; PROVIDING FINANCIAL PRACTICE MANAGEMENT SERVICES AND OPERATIONAL SUPPORT; AND PROVIDING INFORMATION IN THE FINANCIAL FIELD VIA A GLOBAL COMPUTER NETWORK | |