| JADIM JADIM Wealth Management, LLC
97461229 16 Jun 2022 | on 12 Nov 2024
| Financial planning and investment advisory services; Financial plannin... Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, fiduciary services, namely, fiduciary representative services, non-fiduciary services, namely, investment advisory services; Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non-discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisor services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38) manager services, namely, ERISA 3(38) fiduciary representative services for retirement plans | | | JADIM WEALTH JADIM WEALTH MANAGEMENT, LLC
97461209 16 Jun 2022 | on 03 Oct 2023
| Financial management in the field of financial portfolio management, i... Class 036 Class 036 Insurance & Financial Services Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non- discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisory services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38) manager services, namely, ERISA 3(38) fiduciary representative services for retirement plans; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, fiduciary services, namely, fiduciary representative services, non-fiduciary services, namely, investment advisory services; Financial planning and investment advisory services | | | JADIM WEALTH MANAGEMENT JADIM Wealth Management, LLC
97459348 15 Jun 2022 | on 26 Sep 2023
| Financial planning and investment advisory services; Financial plannin... Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, fiduciary services, namely, fiduciary representative services, non-fiduciary services, namely, investment advisory services; Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non-discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisor services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38) manager services, namely, ERISA 3(38) fiduciary representative services for retirement plans | |