MORNINGSTARADVISOR.COM
Filed: May 4, 2000
Educational services, namely, conducting classes, seminars, workshops and conferences in the fields of finance and investments…
Owned by: MORNINGSTAR, INC.
Serial Number: 76042391
ENCORR
Filed: October 19, 2000
financial software for developing asset allocation and performing style analysis
Owned by: MORNINGSTAR, INC.
Serial Number: 76150263
TOTAL REBALANCE EXPERT
Providing temporary use of non-downloadable computer software for financial management in the field of investment management…
Owned by: FnA LLC
Serial Number: 77502399
FINAMETRICA
Filed: May 6, 2004
Financial and monetary affairs namely analysis, assessment and evaluation of financial risk tolerance; financial planning…
Owned by: MORNINGSTAR, INC.
Serial Number: 78414590
ANNUITY INTELLIGENCE REPORT
Providing information in the field of annuity products, namely, product guides featuring information regarding analysis…
Owned by: MORNINGSTAR, INC.
Serial Number: 78969126
RIGHTPOND
Filed: June 2, 2014
Downloadable software and applications for searching, analyzing, and evaluating information concerning retirement plans…
Owned by: MORNINGSTAR, INC.
Serial Number: 86297849
SUITABILITYPRO
Filed: September 26, 2018
Computer software for generating risk profiles for individuals; Computer software for generating financial plans for individuals…
Owned by: MORNINGSTAR, INC.
Serial Number: 88132822
