HD VEST FINANCIAL SERVICES
Filed: November 30, 1995
financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 75025932
VESTADVISOR
Filed: December 30, 1999
investment account management services and investment programs, namely, customizable brokerage accounts consisting of mutual…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 75883958
HDVLINK
Filed: December 30, 1999
providing online business information, namely, commission statements, quarterly reports, client account information and…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 75884012
MANAGING AMERICA'S FUTURE
Filed: February 9, 2000
financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 75914249
8 WEALTH MANAGEMENT ISSUES
Filed: March 24, 2008
Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 77429724
VESTADVISOR SELECT
Filed: February 29, 2012
Investment account management services; Investment management services; Investment account management services and investment…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 85556889
THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS
Filed: December 6, 2012
Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 85796937
REINVENT YOURSELF
Filed: October 8, 2013
Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86086189
1040 ANALYST
Filed: December 20, 2013
Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86149491
VESTVISION
Filed: April 1, 2014
Printed reports featuring financial information and financial planning analysis
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86239001
VESTSUCCESS
Filed: June 19, 2014
Education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments,…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86314466
V4 CLIENT EXPERIENCE
Filed: October 7, 2014
Financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86416324
1040 ANALYST
Filed: February 10, 2015
Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86529660
HD VEST INVESTMENT SERVICES
Filed: March 2, 2016
Financial investment services, namely, professional money management services, retirement financial and estate planning…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86926122
HD VEST ADVISORY SERVICES
Filed: March 2, 2016
Financial investment services, namely, investment advisory services, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86926166
HD VEST
Filed: March 11, 2016
Financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86936948
1040 ANALYST
Filed: February 10, 2015
Education services, namely, providing [ seminars, mentoring, ] classes [ and workshops ] in the field of investing, investments…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 86978636
SEE THINGS IN HD
Computer software; Mobile applications; Computer software and mobile applications for use in conducting financial and investment…
Owned by: H.D. Vest, Inc.
Serial Number: 87721422
SEE THINGS IN HD
Filed: December 14, 2017
Financial investment services, namely, investment advisory services, professional money management services, retirement…
Owned by: AVANTAX WEALTH MANAGEMENT, INC.
Serial Number: 87980349
