REPORTFOLIO
PORTFOLIO ACCOUNTING AND REPORTING SERVICES, NAMELY, PREPARING ACCOUNTING REPORTS FOR COMPLIANCE WITH GOVERNMENT REGULATORY…
Owned by: MK ASSET, INC.
Serial Number: 75560968
RAYMOND JAMES ADVISOR SELECT
Filed: November 4, 2002
financial services namely, portfolio management
Owned by: Raymond James Financial, Inc.
Serial Number: 76463992
EAGLE BOSTON INVESTMENT MANAGEMENT
Financial services, namely, providing investment and asset management [, providing status information on a real-time basis…
Owned by: Raymond James Financial, Inc.
Serial Number: 77292873
PRACTICE INTELLIGENCE
Periodic newsletter in the field of financial consultation directed towards owners, managers, executives, administrators…
Owned by: Raymond James Financial, Inc.
Serial Number: 77312765
STRATEGIC CONSULTING FOR THE FINANCIAL SERVICES INDUSTRY
Periodic newsletter in the field of financial consultation directed towards owners, managers, executives, administrators…
Owned by: Raymond James Financial, Inc.
Serial Number: 77312779
CREATING PEACE OF MIND THROUGH GENERATIONS
Financial planning, securities trading and investing services for others, financial portfolio management, trust services…
Owned by: Raymond James Financial, Inc.
Serial Number: 77366290
EAGLE FAMILY OF FUNDS
Providing administrative and support services for mutual funds, namely, investment management of and distribution of mutual…
Owned by: Raymond James Financial, Inc.
Serial Number: 77483327
EAGLE FUND DISTRIBUTORS
Filed: May 26, 2008
Mutual funds brokerage services
Owned by: Raymond James Financial, Inc.
Serial Number: 77483330
EAGLE FUND SERVICES
Filed: October 8, 2008
Maintaining records of investments, account balances and transactions; fund accounting services; and compliance services…
Owned by: Raymond James Financial, Inc.
Serial Number: 77588449
RAYMOND JAMES SERVICE 1ST
Filed: October 10, 2008
Financial planning services; insurance brokerage services in the field of life insurance
Owned by: Raymond James Financial, Inc.
Serial Number: 77590178
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS
Comprehensive financial services in the nature of financial planning and investment, investment banking, asset management…
Owned by: Raymond James Financial, Inc.
Serial Number: 78486027
CREATING CLIENT ADVOCATES
Educational services, namely, conducting practice management programs for financial advisors featuring methods to identify…
Owned by: Raymond James Financial, Inc.
Serial Number: 78491633
1 2 3 4
Educational services, namely, conducting practice management programs for financial advisors featuring methods to identify…
Owned by: Raymond James Financial, Inc.
Serial Number: 78494119
INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS
Providing an on-line database featuring business information in the fields of attracting and retaining clients, conducting…
Owned by: Raymond James Financial, Inc.
Serial Number: 78668504
OUR BUSINESS IS YOU AND YOUR FINANCIAL WELL-BEING
Filed: August 12, 2010
financial services, namely, financial planning, financial consulting, asset management and investment brokerage services
Owned by: Raymond James Financial, Inc.
Serial Number: 85105742
LIFE WELL PLANNED
Filed: August 12, 2010
financial services, namely, financial planning, financial consulting, asset management and investment brokerage services
Owned by: Raymond James Financial, Inc.
Serial Number: 85105760
ADVISORCHOICE
Filed: December 17, 2010
business management and payroll administration and management services; human resource management services, namely, serving…
Owned by: Raymond James Financial, Inc.
Serial Number: 85200834
THE PREMIER ALTERNATIVE TO WALL STREET
Filed: January 9, 2017
financial services, namely, financial planning, wealth management, asset management and investment banking and brokerage…
Owned by: Raymond James Financial, Inc.
Serial Number: 87293904
ALEX. BROWN
Filed: May 17, 2017
financial services, namely, investment banking services; providing investment, asset and wealth management services; financial…
Owned by: Raymond James Financial, Inc.
Serial Number: 87453433
ALEX. BROWN
Filed: May 17, 2017
financial services, namely, investment banking services; providing investment, asset and wealth management services; financial…
Owned by: Raymond James Financial, Inc.
Serial Number: 87453442
ALEX. BROWN
Filed: May 17, 2017
maintaining records of investments, account balances and transactions; fund accounting services; financial records management…
Owned by: Raymond James Financial, Inc.
Serial Number: 87453445
ALEX. BROWN
Filed: May 17, 2017
maintaining records of investments, account balances and transactions; fund accounting services; financial records management…
Owned by: Raymond James Financial, Inc.
Serial Number: 87453448
ALEX. BROWN
Filed: May 17, 2017
Software as a service (SAAS) services, namely, providing software featuring on-line access to market data and news, financial…
Owned by: Raymond James Financial, Inc.
Serial Number: 87453451
ALEX. BROWN
Filed: May 17, 2017
Software as a service (SAAS) services, namely, providing software featuring on-line access to market data and news, financial…
Owned by: Raymond James Financial, Inc.
Serial Number: 87453454
RJET
Filed: May 28, 2019
financial investment services using strategies and algorithms in the field of securities
Owned by: Raymond James Financial, Inc.
Serial Number: 88448304
CARILLON FAMILY OF FUNDS
Filed: June 5, 2019
providing administrative and support services for mutual funds, namely, investment management of and distribution of mutual…
Owned by: Raymond James Financial, Inc.
Serial Number: 88460015
CARILLON FUND DISTRIBUTORS
Filed: June 5, 2019
mutual funds brokerage services
Owned by: Raymond James Financial, Inc.
Serial Number: 88460028
CARILLON FUND SERVICES
Filed: June 5, 2019
Office functions in the nature of maintaining records of transfers of funds; maintaining and recording the ownership and…
Owned by: Raymond James Financial, Inc.
Serial Number: 88460040
CARILLON TOWER ADVISERS
Filed: June 5, 2019
financial services, namely, providing investment and asset management, providing account status information on a real-time…
Owned by: Raymond James Financial, Inc.
Serial Number: 88460056
CARILLON TOWER ADVISERS XXX
Filed: June 5, 2019
financial services, namely, providing investment and asset management, providing account status information on a real-time…
Owned by: Raymond James Financial, Inc.
Serial Number: 88460074
PROFESSIONAL PARTNERS PROGRAM
Filed: September 16, 2019
referrals to professional service providers in the field of professional investment selection and management, asset-based…
Owned by: Raymond James Financial, Inc.
Serial Number: 88617538
CARILLON RISK INSIGHTS
Filed: September 21, 2020
financial investment analysis and investment research services
Owned by: Raymond James Financial, Inc.
Serial Number: 90196582
PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)
Filed: September 21, 2020
financial investment analysis and investment research services
Owned by: Raymond James Financial, Inc.
Serial Number: 90196687
NWPS
Filed: March 12, 2021
financial investor and investment recordkeeping services, accounting services, and preparing financial reports for others…
Owned by: Raymond James Financial, Inc.
Serial Number: 90576100
E FOLIO +
Filed: July 15, 2021
financial services, namely, providing interactive financial portfolio management and brokerage in the field of securities…
Owned by: Raymond James Financial, Inc.
Serial Number: 90830160
RAYMOND JAMES INVESTMENT MANAGEMENT
Filed: February 2, 2023
financial services, namely, providing investment and asset management, providing account status information on a real-time…
Owned by: Raymond James Financial, Inc.
Serial Number: 97778060
