| PERSHING X Pershing Investments LLC
97073934 14 Oct 2021 | on 03 Dec 2024
| Research and development of new products; providing a website that fea... Class 042 Class 042 Computer & Software Services & Scientific Services Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing of new products for use in the fields of financial advising, consultation, brokerage services, and investment management | | | BONDWISE Pershing Investments LLC
98023397 01 Jun 2023 | on 03 Dec 2024
| Online financial management and investment management services; financ... Class 036 Class 036 Insurance & Financial Services BOND WISE | | | ADVISORFLEX Pershing Investments, LLC
98000016 17 May 2023 | on 01 Oct 2024
| Financial services, namely, investment management, investment advice, ... Class 036 Class 036 Insurance & Financial Services ADVISOR FLEX | | | RESOURCE CHECKING PERSHING INVESTMENTS LLC
76427044 02 Jul 2002 | on 17 Apr 2024
| financial services namely checking services for brokerage account asse... Class 036 Class 036 Insurance & Financial Services "CHECKING" | | | FUNDVEST PERSHING INVESTMENTS LLC
76442174 16 Aug 2002 | on 09 Apr 2024
| mutual fund investment services Class 036 Class 036 Insurance & Financial Services mutual fund investment services | | | WOVE Pershing Investments LLC
97900082 21 Apr 2023 | on 13 Feb 2024
| Research and development of new products; providing a website that fea... Class 036 Class 036 Insurance & Financial Services Color is not claimed as a feature of the mark. Class 042 Class 042 Computer & Software Services & Scientific Services Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage | | | Logo Mark Pershing Investments LLC
97905182 25 Apr 2023 | on 13 Feb 2024
| Research and development of new products; providing a website that fea... Class 036 Class 036 Insurance & Financial Services Color is not claimed as a feature of the mark. Class 042 Class 042 Computer & Software Services & Scientific Services Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage | | | PERSONALLY INVESTED Pershing Investments LLC
86650634 03 Jun 2015 | on 06 Jun 2023
| Brokerage and trading of financial instruments, namely, securities, bo... Class 036 Class 036 Insurance & Financial Services Brokerage and trading of financial instruments, namely, securities, bonds, mutual funds, other investment funds; financial investment services; financial research and information services; providing financial information by electronic means | | | NETXSERVICES Pershing Investments, LLC
86785936 13 Oct 2015 | on 31 May 2023
| PROVIDING AN ON-LINE SEARCHABLE DATABASE FEATURING INFORMATION ABOUT F... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products NEXT SERVICES Class 036 Class 036 Insurance & Financial Services PROVIDING TEMPORARY USE OF ONLINE NON-DOWNLOADABLE SOFTWARE TO BROKERS, DEALERS, AND INVESTMENT ADVISORS TO ENABLE ACCESS TO AN INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK THAT PROVIDES FINANCIAL AND INVESTMENT MANAGEMENT INFORMATION, FINANCIAL MARKET INFORMATION, INVESTMENT TRADING AND SETTLEMENT ACTIVITY INFORMATION, ACCOUNT MANAGEMENT AND ASSET MOVEMENT MANAGEMENT INFORMATION Class 042 Computer & Software Services & Scientific Services PROVIDING AN ON-LINE SEARCHABLE DATABASE FEATURING INFORMATION ABOUT FINANCIAL TRANSACTION DATA, FINANCIAL ACCOUNT MANAGEMENT DATA, FINANCIAL ASSET MOVEMENT MANAGEMENT DATA, AND FINANCIAL REPORTS FOR USE BY BROKERS, DEALERS AND INVESTMENT ADVISORS; FINANCIAL SERVICES, NAMELY THE INTEGRATION OF FINANCIAL DATA, FINANCIAL TRANSACTION DATA, FINANCIAL ACCOUNT MANAGEMENT DATA, FINANCIAL ASSET MOVEMENT DATA, AND FINANCIAL REPORTS BY ELECTRONIC MEANS FOR USE BY BROKERS, DEALERS AND INVESTMENT ADVISORS | | | OPPORTUNITYVIEW Pershing Investments LLC
86650534 03 Jun 2015 | on 16 May 2023
| FINANCIAL AND INVESTMENT RELATED SERVICES, namely, PROVIDING FINANCIAL... Class 036 Class 036 Insurance & Financial Services FINANCIAL AND INVESTMENT RELATED SERVICES, namely, PROVIDING FINANCIAL INFORMATION; PROVIDING ANALYTICAL ACCOUNT INFORMATION TO INVESTMENT ADVISORS AND BROKER-DEALERS REGARDING THEIR OWN CLIENT INVESTOR ASSETS, INCLUDING FULLY PAID SECURITIES AVAILABLE FOR LENDING | |