| LIFEVEST-YOUR WEALTH, YOUR WAY Beacon Pointe Advisors, LLC
87450443 15 May 2017 | on 20 Mar 2018 | Financial information services, namely, providing financial informatio... Class 036 Class 036 Insurance & Financial Services Financial information services, namely, providing financial information via electronic means and in person seminars and programs in the fields of finance, financial planning, investment management, and wealth management; and financial consulting services, namely, providing advice and analysis and developing strategies for financial planning, investment management, and wealth management Class 041 Class 041 Education and Entertainment Services LIFE VEST-YOUR WEALTH, YOUR WAY | | | THE SENSE Beacon Pointe Advisors, LLC
86526756 06 Feb 2015 | on 15 Dec 2017 | Downloadable reference materials, namely, calculations, charts, guidel... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable reference materials, namely, calculations, charts, guidelines, and advisory information in the fields of finance, financial planning, and wealth management; and downloadable podcasts in the fields of finance, financial planning, and wealth management | | | GET THE SENSE Beacon Pointe Advisors, LLC
86537503 17 Feb 2015 | on 14 Dec 2015 | Education, training, and entertainment services-- namely providing onl... Class 036 Class 036 Insurance & Financial Services Education, training, and entertainment services-- namely providing online publications through email and website, namely newsletters, blogs and downloadable reference materials; presenting on-line or downloadable podcasts or videos; presenting on-line and in person seminars; and conducting radio broadcasts; all in connection with providing education, training and entertainment related to financial matters, namely, financial planning, investment consulting, asset and wealth management, and retirement planning Class 041 Class 041 Education and Entertainment Services Financial affairs, namely, disseminating information, recommendations, and advice through email, website, mobile communication devices, smartphones, and in person meetings and seminars in connection with financial planning services, investment consulting and advisory services, asset and wealth management. services, and retirement planning services; and providing or recommending providers of budgeting software, financial planning calculators, and other financial related tools | | | BEACON POINTE Beacon Pointe Advisors LLC
76538690 15 Aug 2003 | on 11 Mar 2011 | Investment advisory services,Investment advisory services Class 036 Class 036 Insurance & Financial Services Investment advisory services | |