RIA COMPLETE
FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL CONSULTING SERVICES TO BROKER DEALERS TO SUPPORT THEIR FEE BASED BROKERAGE…
Owned by: PERSHING INVESTMENTS LLC
Serial Number: 77673459
NETX360
Filed: February 25, 2009
FINANCIAL SERVICES, NAMELY, PROVIDING INVESTMENT RELATED INFORMATION IN THE FIELD OF SECURITIES BROKERAGE VIA A WEBSITE…
Owned by: Pershing Investments LLC
Serial Number: 77678185
NETX360 SMART WORKFLOW
FINANCIAL SERVICES, NAMELY, PROVIDING ONLINE INVESTMENT INFORMATION TO FACILITATE SECURITIES BROKERAGE TRANSACTION PROCESSING…
Owned by: Pershing Investments LLC
Serial Number: 85303323
NEW MODEL CUSTODIAN
Filed: June 14, 2011
Financial consultation services; Financial services, namely, acting as custodian of assets for registered investment advisors…
Owned by: Pershing Investments LLC
Serial Number: 85345778
CORESTONE
Filed: June 21, 2011
printed bank checks, checkbook registers, checkbook covers and checking deposit slips; printed publications, namely, investor…
Owned by: Pershing Investments LLC
Serial Number: 85351847
CORESTONE ACCOUNT
Filed: June 21, 2011
printed bank checks, checkbook registers, checkbook covers and checking deposit slips; printed publications, namely, investor…
Owned by: Pershing Investments LLC
Serial Number: 85351866
NETX360
Filed: July 26, 2011
financial services, namely, providing investment related information in the field of securities brokerage via a website…
Owned by: Pershing Investments LLC
Serial Number: 85380753
OPPORTUNITYVIEW
Filed: June 3, 2015
FINANCIAL AND INVESTMENT RELATED SERVICES, namely, PROVIDING FINANCIAL INFORMATION; PROVIDING ANALYTICAL ACCOUNT INFORMATION…
Owned by: Pershing Investments LLC
Serial Number: 86650534
PERSONALLY INVESTED
Filed: June 3, 2015
Brokerage and trading of financial instruments, namely, securities, bonds, mutual funds, other investment funds; financial…
Owned by: Pershing Investments LLC
Serial Number: 86650634
WEARABLE WORKFLOW
Downloadable software, namely, mobile applications for managing, monitoring, processing, approving and reporting of financial…
Owned by: Pershing Investments LLC
Serial Number: 86693684
INSITE
Filed: March 8, 2017
Conducting trade shows and business conferences in the fields of financial services and best practices for broker dealers…
Owned by: Pershing Investments LLC
Serial Number: 87362714
LOANADVANCE
Filed: May 21, 2018
financial services, namely, providing financial and account information by electronic means to registered investment advisors…
Owned by: Pershing Investments LLC
Serial Number: 87929812
PERSHING X
Filed: October 14, 2021
Financial services and prime brokerage services, namely, broker/dealer services in securities, bonds, mutual funds, and…
Owned by: Pershing Investments LLC
Serial Number: 97073934
COMMUNITYPATH
Filed: July 19, 2022
Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others; business management and…
Owned by: Pershing Investments LLC
Serial Number: 97509987
WOVE
Filed: January 20, 2023
Financial advisory and consultancy services; investment management; funds investment; financial research and information…
Owned by: Pershing Investments LLC
Serial Number: 97761792
PX INVESTMENT ADVISORS
Filed: January 25, 2023
Investment advisory services; financial consulting services; financial and investment services, namely, financial planning…
Owned by: Pershing Investments LLC
Serial Number: 97768009
WOVE
Filed: April 21, 2023
Financial advisory and consultancy services; investment management; funds investment; financial research and information…
Owned by: Pershing Investments LLC
Serial Number: 97900082
Image Trademark
Filed: April 25, 2023
Financial advisory and consultancy services; investment management; funds investment; financial research and information…
Owned by: Pershing Investments LLC
Serial Number: 97905182
BONDWISE
Filed: June 1, 2023
Online financial management and investment management services; financial information services provided online from a computer…
Owned by: Pershing Investments LLC
Serial Number: 98023397
