| LPL FINANCIAL INVESTOR FOCUSED SOLUTIONS LPL Financial LLC
87303924 17 Jan 2017 | on 12 Oct 2024
| financial services, namely, investment management; registered investme... Class 036 Class 036 Insurance & Financial Services financial services, namely, investment management; registered investment advisor services; financial management services | | | FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND LPL FINANCIAL LLC
87366431 10 Mar 2017 | on 13 May 2024
| Strategic financial advisory services Class 036 Class 036 Insurance & Financial Services Strategic financial advisory services | | | LPL LPL FINANCIAL LLC
74351207 22 Jan 1993 | on 11 May 2023
| financial management services Class 036 Class 036 Insurance & Financial Services financial management services | | | CLIENTWORKS LPL Financial LLC
86980765 17 Jul 2014 | on 21 Jan 2023
| Providing an Internet website portal featuring a multi-functional plat... Class 036 Class 036 Insurance & Financial Services Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies | | | WEALTHONE LPL FINANCIAL LLC
97032932 17 Sep 2021 | on 15 Nov 2022
| Financial advisory and consultancy services Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services | | | SPONSORWORKS LPL Financial LLC
86501811 13 Jan 2015 | on 30 Jun 2022
| Platform as a service (PAAS) featuring a multi-functional computer sof... Class 036 Class 036 Insurance & Financial Services Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment products and services for purposes of promoting, managing, analyzing, tracking, organizing, supervising, targeting, and structuring marketing related sales campaigns, investment data, investment advisor data, investment strategies, and investment reports Class 042 Class 042 Computer & Software Services & Scientific Services Platform as a service (PAAS) featuring a multi-functional computer software platform for providing access to documents, information, data, technology services and content related to financial and investment products and services, investment related trends, and advisor information for purposes of analyzing, tracking, and targeting investment advisor data, advisor investment behavior, client demographic information, investment strategies, investment reports, and third party data to enable users to market, promote, manage, analyze, track, organize, supervise, target, and structure marketing related sales campaigns | | | AMERICA GROUP RETIREMENT STRATEGY CENTERS LPL FINANCIAL LLC
86418814 08 Oct 2014 | on 23 Aug 2021
| Financial and insurance planning consultation services in the field of... Class 036 Class 036 Insurance & Financial Services "GROUP" AND "CENTERS" | | | AMERICA GROUP BUILDING AND PRESERVING WEALTH LPL FINANCIAL LLC
86418822 08 Oct 2014 | on 16 Aug 2021
| Financial and insurance planning consultation services in the field of... Class 036 Class 036 Insurance & Financial Services THE WORDING "AMERICA GROUP" | | | AMERICA GROUP BUILDING AND PRESERVING WEALTH RETIREMENT STRATEGY CENTERS LPL FINANCIAL LLC
86411686 01 Oct 2014 | on 16 Aug 2021
| Financial and insurance planning consultation services in the field of... Class 036 Class 036 Insurance & Financial Services THE WORDING "AMERICA GROUP" AND "RETIREMENT STRATEGY CENTERS" | | | AW ARMSTRONG WEALTH MANAGEMENT GROUP LPL FINANCIAL LLC
85370648 13 Jul 2011 | on 12 Jul 2021
| Financial service, namely, investment advice, investment management, i... Class 036 Class 036 Insurance & Financial Services "WEALTH MANAGEMENT GROUP" | |