| GLASS JACOBSON WEALTH ADVISORS Glass Jacobson Investment Advisors, LLC
97452174 10 Jun 2022 | on 01 Aug 2023
| Financial services, namely, coordination, within a single account, of ... Class 036 Class 036 Insurance & Financial Services "WEALTH ADVISORS" | | | GLASS JACOBSON WEALTH ADVISORS Glass Jacobson Investment Advisors, LLC
97452177 10 Jun 2022 | on 01 Aug 2023
| Financial services, namely, coordination, within a single account, of ... Class 036 Class 036 Insurance & Financial Services "WEALTH ADVISORS" | | | GLASS JACOBSON GLASS JACOBSON INVESTMENT ADVISORS, LLC
85467235 08 Nov 2011 | on 28 Dec 2022
| Financial services, namely, coordination, within a single account, of ... Class 035 Class 035 Advertising, Business & Retail Services Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial administration of retirement plans, Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products, Financial services, namely, wealth management services Class 036 Class 036 Insurance & Financial Services [ Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting; Business information and accounting advisory services; Business management and consulting services for the health care industry, namely, customer service, accounting services, and web-based advertising and marketing services; Consulting and information concerning accounting; Cost accounting; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; Preparation of reports relating to finance and investments; Income tax consultation; Income tax preparation; Management of tax files; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax filing services; tax preparation; Forensic accounting services ] | | | 401KBUDDY GLASS JACOBSON INVESTMENT ADVISORS, LLC
87155101 30 Aug 2016 | on 08 Aug 2023 | software offered as a service, featuring non-downloadable software use... Class 041 Class 041 Education and Entertainment Services FOUR ZERO ONE K BUDDY Class 042 Class 042 Computer & Software Services & Scientific Services software offered as a service, featuring non-downloadable software used to assist individuals in managing their retirement accounts | |