| ADVISORPORT.COM LOCKWOOD ADVISORS, INC.
75802983 16 Sep 1999 | on 03 Dec 2021 | INVESTMENT RESEARCH SERVICES FOR INVESTMENT CONSULTANTS RENDERED VIA A... Class 036 Class 036 Insurance & Financial Services INVESTMENT RESEARCH SERVICES FOR INVESTMENT CONSULTANTS RENDERED VIA A GLOBAL COMPUTER INFORMATION NETWORK | | | LOCKWOOD ADVISOR WORKSTATION Lockwood Advisors, Inc.
85146591 06 Oct 2010 | on 23 Jul 2021 | Providing financial management and investment services via the Interne... Class 036 Class 036 Insurance & Financial Services "ADVISOR WORKSTATION" | | | DISTRIBUTOR WORKSTATION Lockwood Advisors, Inc.
78476586 31 Aug 2004 | on 05 Jun 2020 | Providing temporary use of non-downloadable computer software for mana... Class 042 Class 042 Computer & Software Services & Scientific Services WORKSTATION | | | LOCKWOOD MANAGED ACCOUNT ADVISOR Lockwood Advisors, Inc.
78337126 05 Dec 2003 | on 25 Oct 2019 | Financial management and investment services, namely, financial planni... Class 036 Class 036 Insurance & Financial Services as to "LOCKWOOD" | | | LOCKWOOD MANAGED ACCOUNT COMMAND Lockwood Advisors, Inc.
78337146 05 Dec 2003 | on 19 Apr 2019 | Financial management and investment services, namely, financial planni... Class 036 Class 036 Insurance & Financial Services Financial management and investment services, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services for financial advisors | | | LIS2 LOCKWOOD ADVISORS, INC.
77255508 15 Aug 2007 | on 08 Mar 2019 | financial management and investment advisory services, namely, providi... Class 036 Class 036 Insurance & Financial Services The mark consists of the wording "LIS2" where the number "2" appears as a superscript. | | | LOCKWOOD CAPITAL MANAGEMENT LOCKWOOD ADVISORS, INC.
77557020 27 Aug 2008 | on 01 Mar 2019 | Financial management and investment services for registered investment... Class 036 Class 036 Insurance & Financial Services "CAPITAL MANAGEMENT" | | | PFPC MANAGED ACCOUNT SERVICES LOCKWOOD ADVISORS, INC.
78302207 18 Sep 2003 | on 21 Feb 2014 | FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISO... Class 035 Class 035 Advertising, Business & Retail Services "MANAGED ACCOUNT SERVICES" Class 036 Class 036 Insurance & Financial Services FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, INVESTMENT FUND ACCOUNTING; RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PERFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION Class 042 Computer & Software Services & Scientific Services BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES
Class 045 Personal & Legal & Social Services PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS | | | LOCKWOOD ADVISOR WORKSTATION Lockwood Advisors, Inc.
78472665 24 Aug 2004 | on 02 Nov 2010 | Providing financial management and investment services via the Interne... Class 036 Class 036 Insurance & Financial Services Providing financial management and investment services via the Internet, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services for financial advisors to assist clients in allocating and managing investments within a series of individually managed accounts Class 042 Class 042 Computer & Software Services & Scientific Services Providing financial management and investment services via the Internet, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services for financial advisors to assist clients in allocating and managing investments within a series of individually managed accounts | | | ASSETDIRECTIONS LOCKWOOD ADVISORS, INC.
76244686 23 Apr 2001 | on 24 Jul 2010 | Financial services; namely, providing financial news, account informat... Class 036 Class 036 Insurance & Financial Services ASSET DIRECTIONS | | 
