CETERA FINANCIAL GROUP
Filed: February 23, 2010
Business management services, in connection with financial services and investment services, including but not limited to…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 77942067
C CETERA FINANCIAL GROUP
Filed: April 19, 2010
Business management services, in connection with financial services and investment services, including but not limited to…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85016918
REP ON DEMAND
Filed: April 23, 2010
providing retail securities brokerage, investment advisory and insurance producer services in the nature of insurance brokerage…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85021919
PERSONALLY CONNECTED
Business management services, namely, providing on-line facilities featuring transaction order entry and order confirmation…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85172710
PLATFORMPREP
Filed: December 14, 2010
Educational services, namely, seminars, workshops and classes regarding financial services products, sales and practice…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85197603
SMARTWORKS ADVISER
Filed: December 23, 2010
Financial services in the nature of providing a multi-functional intranet site, for use exclusively by investment adviser…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85204976
MULTIFINANCIAL C A CETERA COMPANY
Providing sales consultation services to external third party licensed broker dealer representatives and independent financial…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85209017
CONNECT2CLIENTS
Filed: August 4, 2011
Business information services, namely, marketing information for financial advisors
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85389506
ICONNECT2INVEST
Filed: September 6, 2011
Financial investment services, namely, stock brokerage services provided via the Internet
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85415379
XMA
Filed: September 28, 2011
Financial services, namely, investment management and investment research
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85433961
C
Filed: June 15, 2012
Business management services for professionals in the fields of clearing and trading for investment transactions, estate…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85653680
CETERA
Filed: June 15, 2012
Business management services for professionals in the fields of clearing and trading for investment transactions, estate…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85653688
C CETERA
Filed: June 15, 2012
Business management services for professionals in the fields of clearing and trading for investment transactions, estate…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85653699
DATAPAK
Filed: July 1, 2013
Computer application software for accessing and downloading account information, balance information, position information…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 85974525
MANAGED WEALTH ADVANTAGE
Filed: August 13, 2013
Financial services, namely, investment management and investment research
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86036709
CONNECT2CLIENTS
Filed: December 16, 2014
Business information services, namely, providing marketing information for access and distribution by financial advisors…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86481633
CONNECT2CLIENTS
Filed: December 16, 2014
Business information services, namely, providing marketing information for access and distribution by financial advisors…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86481835
TOWER SQUARE INVESTMENT MANAGEMENT
Filed: January 15, 2015
Investment advisory and consultancy services; financial asset management and investment management services; financial advisory…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86505086
TOWER SQUARE INVESTMENT MANAGEMENT
Filed: April 13, 2015
Investment advisory and consultancy services; financial asset management and investment management services; financial advisory…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86595705
IC2I
Filed: June 5, 2015
Computer application software for mobile phones, tablets, handheld computers and mobile devices, namely, software for managing…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86653538
TOWER SQUARE
Filed: January 14, 2016
Investment advisory and consultancy services; financial asset management and investment management services; financial advisory…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86875145
1040 PROSPECTOR
Filed: February 10, 2016
Printed materials, namely, reports, brochures, pamphlets and printed marketing materials, namely, advertising signs of paper…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86903088
PENTAMETER FIVE MEASURES OF BUSINESS SUCCESS
Filed: March 18, 2016
Business consultancy services; business services, namely, providing business advice and information for professional investment…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86945467
DOL DYNAMIQS
Filed: March 30, 2016
Business services, namely, providing business advice and information for professional investment advisors related to regulatory…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 86958103
BIGGER DREAMS. BETTER SOLUTIONS.
Business management services for professionals in the fields of clearing and trading for investment transactions, estate…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87091560
FORWARDFRAME
Computer software and mobile applications for use by others in rendering financial services, namely, software for collecting…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87162159
ADVICEARCHITECT ECOSYSTEM
Computer software and mobile applications for use by others in rendering financial services, namely, software for collecting…
Owned by: Cetera Financial Holdlings, Inc.
Serial Number: 87242248
ADVICE-CENTRIC EXPERIENCE
Filed: June 16, 2017
Computer software and mobile applications for use by others in rendering financial services, namely, software for collecting…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87492455
ADVICEWORKS
Filed: June 5, 2018
Computer software and mobile applications, namely, for use in managing, storing, analyzing, aggregating and transmitting…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87948566
Image Trademark
Filed: June 5, 2018
Computer software and mobile applications, namely, for use in managing, storing, analyzing, aggregating and transmitting…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87949484
ADVICE-CENTRIC EXPERIENCE
Filed: June 16, 2017
Financial services, namely, securities broker-dealer services, fee-based financial planning services, financial and investment…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87978425
Image Trademark
Filed: June 5, 2018
Business management services for professionals in the fields of clearing and trading for investment transactions; Business…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87981984
ADVICEWORKS
Filed: June 5, 2018
Business management services for professionals in the fields of clearing and trading for investment transactions; Business…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 87981985
DECIPHER
Filed: February 22, 2019
Downloadable computer software using artificial intelligence for analyzing, revealing, assessing and uncovering human emotions…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 88311944
SETINCOME
Filed: April 12, 2019
Downloadable computer software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 88383261
INVESTPATH
Filed: May 7, 2019
Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 88418804
PARTNERWORKS
Filed: October 11, 2019
Providing an internet website portal for use by financial professionals to securely access financial information
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 88650720
INVESTPATH
Filed: May 7, 2019
Financial services, namely, securities broker-dealer services, fee-based financial planning services, financial and investment…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 88977846
ADVICEWORKS
Filed: December 1, 2023
Downloadable software in the nature of a mobile application for use in managing, storing, analyzing, aggregating and transmitting…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 98295106
TAX INTELLIGENT ANALYZER
Filed: July 26, 2024
providing temporary use of on-line non-downloadable computer software, web-based software applications, and platform as…
Owned by: Cetera Financial Holdings, Inc.
Serial Number: 98668250
