PURPOSE ADVISOR
Filed: February 12, 2021
Financial planning, namely, financial advisory services providing information in the field of financial advice after such…
Owned by: Telos Holdings, LLC
Serial Number: 90527530
INDIVIDUAL PURPOSE ACCOUNT
Filed: February 25, 2021
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing…
Owned by: Telos Holdings, LLC
Serial Number: 90546315
KEY PURPOSE INDICATORS
Filed: February 26, 2021
Coaching in the field of individual life fulfillment as measured by blending three personal tracking indicators of physical…
Owned by: Telos Holdings, LLC
Serial Number: 90548532
GO BEYOND
Filed: March 19, 2021
Platform as a service (PAAS) featuring computer software platforms for financial service companies and financial advisors…
Owned by: Telos Holdings, LLC
Serial Number: 90589262
CERTIFIED INVESTMENT PURPOSE ADVISOR
Filed: April 8, 2021
Financial advisory and consultancy services, namely, creating personalized strategies of growing income and wealth that…
Owned by: Telos Holdings, LLC
Serial Number: 90633491
FISCAL EQ
Filed: May 5, 2021
Financial advisory and consultancy services, namely, providing online cognitive assessments and training programs that help…
Owned by: Telos Holdings, LLC
Serial Number: 90690669
PURPOSE IN ACTION
Filed: September 21, 2022
Education services, namely, providing live and on-line mentoring, tutoring, classes, seminars and workshops in the field…
Owned by: Telos Holdings, LLC
Serial Number: 97600920
FRICTION EQ
Filed: September 21, 2022
Platform as a service (PAAS) featuring computer software platforms for use in creating and providing personal and group…
Owned by: Telos Holdings, LLC
Serial Number: 97601215
PURPOSE PULSE
Filed: September 26, 2022
Platform as a service (PAAS) featuring computer software platforms for companies and coaches to provide a survey and reporting…
Owned by: Telos Holdings, LLC
Serial Number: 97607529
