REASONTEXT
Filed: July 8, 2022
Providing on-line non-downloadable search engine software for analyzing clients' financial needs using a scoring methodology…
Owned by: CapitalROCK, LLC
Serial Number: 97493472
REASONTEXT
Filed: March 6, 2024
Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and providing…
Owned by: CapitalROCK, LLC
Serial Number: 98436860
ANNUITY WIZARD
Filed: March 27, 2024
Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching…
Owned by: CapitalROCK, LLC
Serial Number: 98471328
INVESTMENT WIZARD
Filed: March 28, 2024
Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching…
Owned by: CapitalROCK, LLC
Serial Number: 98473471
LIFE INSURANCE WIZARD
Filed: March 28, 2024
Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching…
Owned by: CapitalROCK, LLC
Serial Number: 98473595
SUGGESTION ENGINE
Filed: March 29, 2024
Providing on-line non-downloadable software for identifying relevant client needs and opportunities for financial professionals…
Owned by: CapitalROCK, LLC
Serial Number: 98474986
