PERSONAL FINANCIAL SNAPSHOT
Filed: September 19, 2017
Computer software for organizing, analyzing, and modeling financial assets and risk management for use by financial advisors…
Owned by: Live Dream Achieve Tech, LLC
Serial Number: 87613907
5P
Filed: September 19, 2017
Asset, risk management, and modeling computer software for use by financial advisors
Owned by: Live Dream Achieve Tech, LLC
Serial Number: 87613917
PRINCIPLES-BASED FINANCIAL PLANNING
Filed: October 20, 2020
Downloadable computer software for organizing, analyzing, and modeling financial assets and risk management for use by financial…
Owned by: Live Dream Achieve Tech, LLC
Serial Number: 90266305
PBFP
Filed: September 27, 2021
Financial planning
Owned by: Live Dream Achieve Tech, LLC
Serial Number: 97047626
PRINCIPLES-BASED FINANCIAL PLANNER
Filed: September 27, 2021
Financial planning
Owned by: Live Dream Achieve Tech, LLC
Serial Number: 97047640
