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NAVIPLAN
Filed: October 28, 1999
computer software for personal financial planning
Owned by: ADVICENT SOLUTIONS, LP
Serial Number: 75834029
EISI
Filed: June 11, 2001
Computer software for financial planning
Owned by: ADVICENT SOLUTIONS, LP
Serial Number: 76268866
ADVISOR BRIEFCASE
Filed: February 12, 2013
Computer software for providing an on-line document management database for use by financial planning professionals
Owned by: ADVICENT SOLUTIONS, LP
Serial Number: 85847765