| ATFMI Mid Atlantic Capital Group, Inc.
90846933 25 Jul 2021 | on 28 Apr 2023 | Capital investment consultation; Fund investment consultation; Funds i... Class 036 Class 036 Insurance & Financial Services Capital investment consultation; Fund investment consultation; Funds investment; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment | | | AMERICAN TRUST FIDUCIARY MONITORING INDEX Mid Atlantic Capital Group, Inc.
90846941 25 Jul 2021 | on 04 Apr 2023 | Funds investment, Mutual fund investment, Investment consultation, Cap... Class 036 Class 036 Insurance & Financial Services Funds investment, Mutual fund investment, Investment consultation, Capital investment consultation, Fund investment consultation, Investment management, Investment of funds for others | | | UNIFIED SMARTBRIDGE MID ATLANTIC CAPITAL GROUP, INC.
88732297 18 Dec 2019 | on 13 Jun 2022 | Electronic exchange of data stored in databases accessible via telecom... Class 036 Class 036 Insurance & Financial Services Electronic exchange of data stored in databases accessible via telecommunication networks; electronic data interchange; electronic transmission of data in the field of investment management and retirement plans Class 038 Class 038 Communications Services UNIFIED SMART BRIDGE Class 042 Computer & Software Services & Scientific Services Provision of financial information and data concerning retirement plans, investment accounts; financial data analysis; manipulating and analyzing financial data in the field of investment management and retirement plans; providing analysis and predictive analytics in the field of investment management and finance relating to retirement plans | | | BERETIRED MID ATLANTIC CAPITAL GROUP, INC.
88780789 31 Jan 2020 | on 18 Jan 2021 | Financial administration of retirement plans; financial retirement pla... Class 036 Class 036 Insurance & Financial Services Financial administration of retirement plans; financial retirement plan consulting services; investment management; fiduciary services, namely, serving as trustee for retirement accounts; financial services, namely, financial administration of transactions involving managed accounts, default investments, stocks, bonds, traditional investments, investment accounts, and assets held in retirement accounts and retirement plans Class 042 Class 042 Computer & Software Services & Scientific Services Financial administration of retirement plans; financial retirement plan consulting services; investment management; fiduciary services, namely, serving as trustee for retirement accounts; financial services, namely, financial administration of transactions involving managed accounts, default investments, stocks, bonds, traditional investments, investment accounts, and assets held in retirement accounts and retirement plans | | | ADVISORXCHANGE Mid Atlantic Capital Group, Inc.
87175011 19 Sep 2016 | on 30 Apr 2018 | Financial services, namely, providing financial management services an... Class 036 Class 036 Insurance & Financial Services Financial services, namely, providing financial management services and financial information to financial advisors, and providing information in the field of financial advisement over computer networks and global communication networks Class 042 Class 042 Computer & Software Services & Scientific Services ADVISOR EXCHANGE | | 
