HOLT VALUE ASSOCIATES
Filed: April 3, 1990
financial planning and investment advisory services
Owned by: CSFB HOLT LLC
Serial Number: 74045515
HOLT VALUE ASSOCIATES
Filed: January 11, 1996
computer software used for financial analysis and evaluation of securities, computer software used for investment portfolio…
Owned by: CSFB HOLT LLC
Serial Number: 75042620
HOLT VALUE ASSOCIATES
Filed: January 11, 1996
educational services, namely, conducting individual training sessions, seminars, workshops, and classes which provide instruction…
Owned by: CSFB HOLT LLC
Serial Number: 75042623
HOLT VALUE ASSOCIATES
Filed: January 11, 1996
Informational reports dealing with investment strategies, financial analysis and techniques for the evaluation of securities…
Owned by: CSFB HOLT LLC
Serial Number: 75042624
HOLT VALUE ASSOCIATES
Filed: January 11, 1996
company financial information accessed via computer
Owned by: CSFB HOLT LLC
Serial Number: 75044568
CFROI
Filed: July 15, 1996
financial planning and investment advisory services
Owned by: CSFB HOLT LLC
Serial Number: 75134066
CFROI
Filed: July 15, 1996
computer software used for financial analysis and evaluation of securities, computer software used for investment portfolio…
Owned by: CSFB HOLT LLC
Serial Number: 75134067
DUALGRADE
Filed: November 1, 1996
financial planning and investment advisory services, namely, measuring corporate performance according to short-term economic…
Owned by: CSFB HOLT LLC
Serial Number: 75191087
LIVM
Filed: July 31, 1997
computer software used for financial analysis and evaluation of securities, computer software used for investment portfolio…
Owned by: CSFB HOLT LLC
Serial Number: 75341354
CFROI GLOBAL ADVISORS
Computer software used for financial analysis and evaluation of securities, computer software used for investment portfolio…
Owned by: CSFB HOLT LLC
Serial Number: 76017615
AGGREGATOR
Printed materials, namely, reports regarding the status and forecast of equity markets
Owned by: CSFB HOLT LLC
Serial Number: 77049455
QUANTPAD
Printed materials, namely, newsletters and customized reports in the field of the status and forecast of equity markets
Owned by: CSFB HOLT LLC
Serial Number: 77080769
UNDER FOLLOWED OPPORTUNITIES CONFERENCE
Filed: March 24, 2008
Printed materials, namely, reports, spreadsheets, financial scorecards, and newsletters that provide analysis and recommendations…
Owned by: CSFB HOLT LLC
Serial Number: 77429345
UNDER FOLLOWED OPPORTUNITIES
Filed: March 24, 2008
Financial services, namely, financial portfolio and financial security analysis services
Owned by: CSFB HOLT LLC
Serial Number: 77429347
UNDER FOLLOWED OPPORTUNITIES
Educational services, namely, conducting conferences, seminars and workshops in the field of stock market analysis and analysis…
Owned by: CSFB HOLT LLC
Serial Number: 77429350
UFO CONFERENCE
Filed: March 24, 2008
Printed materials, namely, reports, spreadsheets, financial scorecards, and newsletters that provide analysis and recommendations…
Owned by: CSFB HOLT LLC
Serial Number: 77429354
UFO
Filed: March 24, 2008
Financial services, namely, financial portfolio and financial security analysis services
Owned by: CSFB HOLT LLC
Serial Number: 77429357
UFO
Filed: March 24, 2008
Educational services, namely, conducting conferences, seminars and workshops in the field of stock market analysis and analysis…
Owned by: CSFB HOLT LLC
Serial Number: 77429360
CFROE
Filed: August 8, 2006
Informational reports and market commentaries dealing with investment strategies, financial analysis, and techniques for…
Owned by: CSFB HOLT LLC
Serial Number: 78947410
HOLT
Filed: August 8, 2006
Informational reports and market commentaries dealing with investment strategies, financial analysis, and techniques for…
Owned by: CSFB HOLT LLC
Serial Number: 78947419
CFROE
Computer software used for financial analysis and evaluation of securities; computer software used for investment portfolio…
Owned by: CSFB HOLT LLC
Serial Number: 78978082
HOLT
Filed: August 8, 2006
Computer software used for financial analysis and evaluation of securities; computer software used for investment portfolio…
Owned by: CSFB HOLT LLC
Serial Number: 78978083
HOLT LENS
Filed: October 29, 2010
providing temporary use of non-downloadable software that combines a database of publicly reported financial information…
Owned by: CSFB HOLT LLC
Serial Number: 85164861
