LPL FINANCIAL
Filed: October 25, 2007
Financial advice and financial management services; investment of funds for others; financial planning; investment advisory…
Owned by: LPL Financial LLC
Serial Number: 77313189
BRANCHNET
Filed: March 3, 2009
Financial investment advisory services; investment management services involving the managing, analyzing, tracking, organizing…
Owned by: LPL Financial LLC
Serial Number: 77682436
MANAGER ACCESS SELECT
Filed: March 26, 2009
Broker/dealer services, namely, trading securities, options, equities, and overseas market securities for investment advisors…
Owned by: LPL Financial LLC
Serial Number: 77700247
DO IT SMARTER
Research services, namely, analyzing and compiling data for measuring performance of financial markets
Owned by: LPL Financial LLC
Serial Number: 85027520
THE ROLLOVER RESULTS PROGRAM
Data compiling and analyzing of personal information and financial information for business and commercial purposes; providing…
Owned by: LPL Financial LLC
Serial Number: 85571231
SYNC
Financial advice, namely, providing financial information and advice in the field of retirement planning and investing for…
Owned by: LPL Financial LLC
Serial Number: 85789603
CLIENTWORKS
Computer application software for mobile phones, computers, and mobile computing devices, for use in the fields of financial…
Owned by: LPL Financial LLC
Serial Number: 86340713
SPONSORWORKS
Filed: January 13, 2015
Computer application software for mobile phones, computers, and mobile computing devices for providing access to documents…
Owned by: LPL Financial LLC
Serial Number: 86501811
MANAGER ACCESS NETWORK
Broker/dealer services, namely, trading securities, options, equities, and overseas market securities for investment advisors…
Owned by: LPL Financial LLC
Serial Number: 86794494
CLIENTWORKS
Filed: July 17, 2014
Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields…
Owned by: LPL Financial LLC
Serial Number: 86980765
LPL FINANCIAL INVESTOR FOCUSED SOLUTIONS
Filed: January 17, 2017
financial services, namely, investment management; registered investment advisor services; financial management services
Owned by: LPL Financial LLC
Serial Number: 87303924
CLIENTWORKS CONNECTED
Filed: November 14, 2018
Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields…
Owned by: LPL Financial LLC
Serial Number: 88193325
FEEL FREE
Filed: April 13, 2021
Business development services, namely, providing start-up support for businesses of others; business support services, namely…
Owned by: LPL Financial LLC
Serial Number: 90641975
LPLE
Filed: June 30, 2023
Financial services, namely, advice related to investments, asset management, and cash management, financial analysis and…
Owned by: LPL Financial LLC
Serial Number: 98067473
LPL ENTERPRISE
Filed: June 30, 2023
Financial services, namely, advice related to investments, asset management, and cash management, financial analysis and…
Owned by: LPL Financial LLC
Serial Number: 98067491
WHAT IF YOU COULD?
Filed: October 4, 2024
Business consulting services; business succession planning; business management of registered investment advisor offices…
Owned by: LPL Financial LLC
Serial Number: 98786065
