The Advisor Lab, LLC Trademarks
THE ADVISOR LAB

THE ADVISOR LAB

Filed: April 7, 2009
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities…
Owned by: The Advisor Lab, LLC
Serial Number: 77708897

THE ADVISOR LAB

THE ADVISOR LAB

Filed: April 9, 2009
Investment broker sales training; conducting seminars and workshops in the field of financial investment for investment…
Owned by: The Advisor Lab, LLC
Serial Number: 77710644

EFFICIENCY GAP

EFFICIENCY GAP

Advice relating to investments; Financial planning and investment advisory services
Owned by: The Advisor Lab, LLC
Serial Number: 77819058

PLANFINDER

PLANFINDER

Filed: October 3, 2013
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082113

RETIREMENT PLAN DIAGNOSTIC

RETIREMENT PLAN DIAGNOSTIC

Filed: October 3, 2013
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082120

RETIREMENT PLAN EFFICIENCY ANALYSIS

RETIREMENT PLAN EFFICIENCY ANALYSIS

Filed: October 3, 2013
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082125

PORTFOLIO EFFICIENCY ANALYSIS

PORTFOLIO EFFICIENCY ANALYSIS

Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082136

RETIREONTIME

RETIREONTIME

Computer program that analyzes current investments, savings and income against historic returns and projected income and…
Owned by: The Advisor Lab, LLC
Serial Number: 86085427

THE ADVISOR LAB 401(K) TOOLKIT

THE ADVISOR LAB 401(K) TOOLKIT

Providing a website featuring financial information and reports to assist financial advisors in identifying, benchmarking…
Owned by: The Advisor Lab, LLC
Serial Number: 86133556

THE ADVISOR LAB 401(K) TOOLKIT

THE ADVISOR LAB 401(K) TOOLKIT

Providing a website featuring financial information and reports to assist financial advisors in identifying, benchmarking…
Owned by: The Advisor Lab, LLC
Serial Number: 87540133

ADVISORLAB

ADVISORLAB

Filed: June 7, 2021
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities…
Owned by: The Advisor Lab, LLC
Serial Number: 90758735