| RAFI & DESIGN RESEARCH AFFILIATES LLC
1689325 12 Aug 2014 | on 29 Jan 2016 | Class 036 Class 036 Insurance & Financial Services Financial services, namely, providing direct asset management, hedge fund management, investment advisory services, financial and investment information services in the nature of a financial index, securities analysis, classification and reporting services, mutual fund investing services, consultation in the field of investing; research in the field of investing; financial asset allocation and portfolio construction; financial planning for financial asset allocation; financial services, namely, funds investment; investment of funds for others; providing financial planning and investment strategy information and analysis services for others; financial asset management and investment strategy consulting services; compiling and managing an index-based portfolio of securities and an index-based mutual fund. | | | RAFI DESIGN RESEARCH AFFILIATES LLC
1283300 16 Dec 2005 | on 23 Jun 2022 | Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer software for use in providing financial and investment information services, namely, preparation of a financial index, securities analysis, classification and reporting, and mutual fund investing services, all for the provision of an index-based portfolio of securities and an index-based mutual fund. Class 036 Class 036 Insurance & Financial Services Financial services, namely providing financial and investment information services in the nature of a financial index; securities analysis, classification and reporting services; mutual fund investing services; compiling and managing an index-based portfolio of securities and an index-based mutual fund. | | | POWERED BY RAFI & DESIGN RESEARCH AFFILIATES LLC
1344820 25 Apr 2007 | on 13 Mar 2024 | Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer software for the management and administration of index-based portfolios of securities, electronic traded funds portfolio management, separate accounts portfolio management, wrap account portfolio management and mutual funds portfolio management. Class 036 Class 036 Insurance & Financial Services Compiling and managing an index-based portfolio of securities and an index-based mutual fund, electronic traded funds portfolio management, separate accounts portfolio management, wrap account portfolio management and mutual funds portfolio management. | |