GOALPRO
Filed: March 22, 2019
Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and…
Owned by: Pacific Financial Group, LLC
Serial Number: 88352416
VIRTUAL PORTFOLIO STRATEGIST
Filed: September 25, 2019
Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and…
Owned by: Pacific Financial Group, LLC
Serial Number: 88631216
PERPETUAL SUITABILITY
Filed: September 25, 2019
Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and…
Owned by: Pacific Financial Group, LLC
Serial Number: 88631282
YOUR VIRTUAL PORTFOLIO STRATEGIST
Filed: June 8, 2020
Providing temporary use of non-downloadable cloud-based software for creating, analyzing, and surveilling investment portfolios…
Owned by: Pacific Financial Group, LLC
Serial Number: 88954300
PERSONAL RISK BUDGET
Filed: June 15, 2020
Financial risk assessment services; Financial risk management; Financial services, namely, wealth management services; Financial…
Owned by: Pacific Financial Group, LLC
Serial Number: 90002555
