UNIFIED DATA FABRIC
Filed: April 2, 2021
Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that…
Owned by: ADVISOR360°, LLC
Serial Number: 90621540
VIDA
Filed: April 14, 2021
Providing securities and financial account information on a limited and secure basis to authorized securities brokers and…
Owned by: ADVISOR360°, LLC
Serial Number: 90645671
VIRTUAL DIGITAL ASSISTANT
Filed: April 15, 2021
Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors…
Owned by: ADVISOR360°, LLC
Serial Number: 90648609
WEALTHTECH THAT POWERS YOUR DIGITAL TRANSFORMATION
Filed: June 25, 2021
Providing financial information on securities and financial account information on a limited and secure basis to authorized…
Owned by: ADVISOR360°, LLC
Serial Number: 90795186
DEGREES OF DIFFERENCE
Filed: September 6, 2021
Charitable services, namely, coordination of non-monetary contributions to charities and non-profits; organizing and conducting…
Owned by: ADVISOR360°, LLC
Serial Number: 97013488
UDF
Filed: May 15, 2023
Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that…
Owned by: ADVISOR360°, LLC
Serial Number: 97936718
ADVISOR360°
Filed: June 6, 2024
Providing securities and financial account information on a limited and secure basis to authorized securities brokers and…
Owned by: ADVISOR360°, LLC
Serial Number: 98588496
PRACTICE360°
Filed: June 25, 2024
Platform as a service (PaaS) and software as a service (SaaS) that facilitate end-to-end operational efficiency for financial…
Owned by: ADVISOR360°, LLC
Serial Number: 98617508
CLIENT360°
Filed: July 1, 2024
Providing securities and financial account information on a limited and secure basis to authorized securities brokers and…
Owned by: ADVISOR360°, LLC
Serial Number: 98627683
