| FOCUS ON THE SIGNAL. AVOID THE NOISE. Rock Point Partners LLC
88164075 22 Oct 2018 | on 29 Nov 2024
| Financial planning and investment management system, namely, strategic... Class 036 Class 036 Insurance & Financial Services Financial planning and investment management system, namely, strategic financial advisory services | | | CLIENT FIRST TAX AND WEALTH ADVISORS ROCK POINT PARTNERS LLC
87535544 20 Jul 2017 | on 04 Jul 2024
| Tax preparation; tax planning,Investment management, financial plannin... Class 035 Class 035 Advertising, Business & Retail Services Tax preparation; tax planning Class 036 Class 036 Insurance & Financial Services "TAX AND WEALTH ADVISORS" | | | ADAPTIV SELECT ETF Rock Point Partners LLC
97753074 13 Jan 2023 | on 30 Jan 2024
| Financial services, namely, operation and management of exchange-trade... Class 036 Class 036 Insurance & Financial Services "ETF" | | | OPPORTUNITY IDENTIFIED Rock Point Partners LLC
88850611 27 Mar 2020 | on 06 Oct 2020
| Providing information on investment management, financial planning and... Class 036 Class 036 Insurance & Financial Services Providing information on investment management, financial planning and insurance planning; investment management; insurance planning; and financial planning | | | TRUEHOLISTIC Rock Point Partners LLC
88158958 17 Oct 2018 | on 10 Dec 2019
| Investment management, financial planning, providing information in in... Class 035 Class 035 Advertising, Business & Retail Services TRUE HOLISTIC Class 036 Class 036 Insurance & Financial Services Investment management, financial planning, providing information in insurance planning matters, namely, providing information about healthcare insurance plans, property and casualty plans; estate planning, Medicare planning, social security financial planning and consulting services in the field of financial management and investment management rendered to individuals, financial information; financial planning, namely, tax planning | | | THE WEEKLY TREND Rock Point Partners LLC
88850614 27 Mar 2020 | on 04 Jan 2021 | Providing information on investment management, financial planning and... Class 036 Class 036 Insurance & Financial Services Providing information on investment management, financial planning and insurance planning; investment management; insurance planning; and financial planning | | | QUINCY Rock Point Partners LLC
77181294 15 May 2007 | on 17 Aug 2009 | Financial services, namely, security brokerage, leveraged buyouts and ... Class 036 Class 036 Insurance & Financial Services Financial services, namely, security brokerage, leveraged buyouts and investments in financially distressed or underperforming companies and energy brokerage services | | | ROCK POINT Rock Point Partners LLC
77180620 14 May 2007 | on 10 Aug 2008 | Securities brokerage, financial advice, merchant banking, leveraged bu... Class 036 Class 036 Insurance & Financial Services Securities brokerage, financial advice, merchant banking, leveraged buyouts, venture capital investments, joint ventures, investment banking, and consulting in all industrial sectors but not real estate | | 
