| 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 | | | 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 | | | COMMONWEALTH CARES COMMONWEALTH EQUITY SERVICES, LLC
85437777 03 Oct 2011 | on 08 Jul 2022
| Charitable services, namely, coordination of non-monetary contribution... Class 035 Class 035 Advertising, Business & Retail Services Registration limited to the territory comprising the United States with the exception of the states of South Carolina, North Carolina, Georgia, Florida, Virginia, Tennessee, Kentucky, and Alabama pursuant to Concurrent Use No. 94002733. Concurrent registration with Commonwealth Cares Foundation, 225 Seven Farms Driver., Suite 106, Charleston, SC 29492 Class 036 Class 036 Insurance & Financial Services "CARES" | | | Logo Mark Commonwealth Equity Services, LLC
88825647 08 Mar 2020 | on 15 Feb 2022
| Financial services, namely, portfolio analysis services; financial adv... Class 036 Class 036 Insurance & Financial Services The mark consists of a general square design within which a plurality of shapes suggestive of light rays emanates from a location outside of and to the bottom left side of the square. | | | COMMONWEALTH Commonwealth Equity Services, LLC
88795075 12 Feb 2020 | on 14 Sep 2021
| Providing regulatory compliance support to independent investment advi... Class 035 Class 035 Advertising, Business & Retail 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 Class 036 Class 036 Insurance & Financial Services The mark consists of the word "COMMONWEALTH" in combination with and to the right side of a generally square design, and within which square a plurality of shapes suggestive of light rays emanates from a location outside of and to the bottom left side of the square. 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 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 | | | WEALTH MAP COMMONWEALTH EQUITY SERVICES, LLC
75505285 19 Jun 1998 | on 22 May 2021
| 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 AND INSURANCE MANAGEMENT ADVICE; AND PROVIDING INFORMATION IN THE FINANCIAL FIELD VIA A GLOBAL COMPUTER NETWORK | | | WEALTHGUIDE COMMONWEALTH EQUITY SERVICES, LLC
77568321 11 Sep 2008 | on 16 Mar 2021
| Providing client securities and financial account information on a lim... Class 036 Class 036 Insurance & Financial Services WEALTH GUIDE Class 042 Class 042 Computer & Software Services & Scientific Services Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives | | | COMMONWEALTH COMMONWEALTH EQUITY SERVICES, LLC
78502745 20 Oct 2004 | on 03 Dec 2017
| INVESTMENT BROKERAGE SERVICES; PROVIDING INVESTMENT AND FINANCIAL ADVI... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of An arrangement of pyramids to the side of the word COMMONWEALTH. Class 036 Class 036 Insurance & Financial Services The mark consists of An arrangement of pyramids to the side of the word COMMONWEALTH. | |