ADVISORY ALPHA
Filed: October 29, 2019
Advertising, promotion and marketing services in the nature of e-mail blast campaigns for others; Business research and…
Owned by: Advisory Alpha, LLC
Serial Number: 88672729
PORTFOLIO PILLARS
Filed: May 24, 2021
Advice relating to investments; Providing information and research in the field of finance and financial investments; Providing…
Owned by: Advisory Alpha, LLC
Serial Number: 90730720
WEALTH CHECKPOINTS
Filed: May 24, 2021
Advice relating to investments; Providing information and research in the field of finance and financial investments; Providing…
Owned by: Advisory Alpha, LLC
Serial Number: 90730748
PLAN SUCCESS CYCLE
Filed: May 24, 2021
Advice relating to investments; Providing information and research in the field of finance and financial investments; Providing…
Owned by: Advisory Alpha, LLC
Serial Number: 90730756
FINANCIAL CX
Filed: June 26, 2023
Investment consultation
Owned by: Advisory Alpha, LLC
Serial Number: 98059222
WEALTH CHECKPOINTS
Filed: June 28, 2023
Financial advice relating to tax; Financial management; Financial planning services, namely, developing and managing charitable…
Owned by: Advisory Alpha, LLC
Serial Number: 98063156
PLAN SUCCESS CYCLE
Filed: June 28, 2023
Financial management; Financial services, namely, wealth management services; Investment management; Investment risk assessment…
Owned by: Advisory Alpha, LLC
Serial Number: 98063159
QUADRANT PLAN
Filed: June 28, 2023
Annuity services, namely, account and investment administration; Financial advice relating to tax; Financial services, namely…
Owned by: Advisory Alpha, LLC
Serial Number: 98063196
ADVISORY ALPHA
Filed: June 28, 2023
Investment of funds; Investment risk assessment services; Providing financial services with respect to securities and other…
Owned by: Advisory Alpha, LLC
Serial Number: 98063233
ADVISOR SQUARED
Filed: July 26, 2023
Downloadable educational publications, namely, printable brochures, commentary, educational resources in the field of investment…
Owned by: Advisory Alpha, LLC
Serial Number: 98102971
