ADVISORPORT.COM
Filed: September 16, 1999
INVESTMENT RESEARCH SERVICES FOR INVESTMENT CONSULTANTS RENDERED VIA A GLOBAL COMPUTER INFORMATION NETWORK
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 75802983
ASSETDIRECTIONS
Financial services; namely, providing financial news, account information, transactions clearing and settlement, account…
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 76244686
LOCKWOOD ADVISOR FLEX PORTFOLIOS
Financial management and investment services for registered investment advisors, namely, financial planning services, investment…
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 77208800
ADVISOR FLEX PORTFOLIOS
Financial management and investment services for registered investment advisors, namely, financial planning services, investment…
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 77208810
LIS2
financial management and investment advisory services, namely, providing investment professionals and broker/dealers with…
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 77255508
LOCKWOOD CAPITAL MANAGEMENT
Financial management and investment services for registered investment advisors, namely, financial planning services, investment…
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 77557020
PFPC MANAGED ACCOUNT SERVICES
BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 78302207
LOCKWOOD INVESTOR WORKSTATION
Providing financial management, investment, and advisory services via the Internet
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 78468774
LOCKWOOD ADVISOR WORKSTATION
Providing financial management and investment services via the Internet, namely, financial planning services, investment…
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 78472665
LOCKWOOD DISTRIBUTOR WORKSTATION
Providing financial management, investment, and advisory services via the Internet
Owned by: LOCKWOOD ADVISORS, INC.
Serial Number: 78472714