CAPITAL GAINS ANALYZER
Filed: January 27, 2020
Online, non-downloadable software for use by financial services professionals in their wealth management practices to identify…
Owned by: AWM DATA, LLC
Serial Number: 88774704
TAX-LOSS HARVESTER
Filed: January 28, 2020
Online, non-downloadable software for use by financial services professionals in their wealth management practices to identify…
Owned by: AWM DATA, LLC
Serial Number: 88776558
TSI TAX-SMART INVESTING
Filed: January 28, 2020
Providing use of a web-based platform featuring software tools for use by financial services professionals to identify and…
Owned by: AWM DATA, LLC
Serial Number: 88776569
SOCIAL SECURITY PLANNER
Filed: June 23, 2020
Providing temporary use of online, non-downloadable software for use by financial services professionals and their clients…
Owned by: AWM DATA, LLC
Serial Number: 90016282
