4MYACCOUNT!
Filed: February 24, 2000
online financial services, namely, providing account holders with account information, account balances, available cash,…
Owned by: ADVISOR360, LLC
Serial Number: 75926170
PORTFOLIO TODAY
PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND…
Owned by: COMMONWEALTH EQUITY SERVICES, INC.
Serial Number: 76523206
WEALTHGUIDE
Filed: September 11, 2008
Providing client securities and financial account information on a limited and secure basis to authorized securities brokers…
Owned by: ADVISOR360, LLC
Serial Number: 77568321
ADVISOR360
Filed: November 2, 2009
PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND…
Owned by: ADVISOR360, LLC
Serial Number: 77862449
YOUR COMPLETE FINANCIAL LIFE
Filed: January 31, 2010
PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS
Owned by: ADVISOR360, LLC
Serial Number: 77924378
CLIENT360
PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND…
Owned by: Commonwealth Equity Services, LLP
Serial Number: 78458411
INVESTOR360
PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS
Owned by: Commonwealth Equity Services, Inc.
Serial Number: 78594642
1-CLICK REVIEW
Filed: March 2, 2011
Providing an investment advisory database to financial advisors for the purpose of review and generation of consolidated…
Owned by: ADVISOR360, LLC
Serial Number: 85255460
ADVICE360
Filed: July 9, 2018
Providing securities and financial account information on a limited and secure basis to authorized securities brokers and…
Owned by: ADVISOR360, LLC
Serial Number: 88029453
PRACTICE360
Filed: November 18, 2018
Providing client securities and financial account information on a limited and secure basis to authorized securities brokers…
Owned by: ADVISOR360, LLC
Serial Number: 88198313
