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Goods and Services: Fund and portfolio accounting, administration and reconciliation of accounts on behalf of oth...
LIVE (Circa: 2022)

COMMUNITYPATH

Goods and Services: Financial services and prime brokerage services, namely, brokerage and dealer services in sec...
LIVE (Circa: 2021)

PERSHING X

Goods and Services: financial services, namely, providing financial and account information by electronic means t...
DEAD (Circa: 2018)

LOANADVANCE

Goods and Services: Conducting trade shows and business conferences in the fields of financial services and best ...
LIVE (Circa: 2017)

INSITE

Goods and Services: Downloadable software, namely, mobile applications for managing, monitoring, processing, appr...
DEAD (Circa: 2015)

WEARABLE WORKFLOW

Goods and Services: FINANCIAL AND INVESTMENT RELATED SERVICES, namely, PROVIDING FINANCIAL INFORMATION; PROVIDING...
LIVE (Circa: 2015)

OPPORTUNITYVIEW

Goods and Services: Brokerage and trading of financial instruments, namely, securities, bonds, mutual funds, othe...
LIVE (Circa: 2015)

PERSONALLY INVESTED

Goods and Services: Providing an online website for broker dealers, advisors, and their investors, featuring inve...
LIVE (Circa: 2014)

NETXINVESTOR

Goods and Services: mutual fund investment services
LIVE (Circa: 2014)

FUNDVEST 200

Goods and Services: financial services, namely, providing investment related information in the field of securiti...
LIVE (Circa: 2011)

NETX360

Goods and Services: printed bank checks, checkbook registers, checkbook covers and checking deposit slips; printe...
LIVE (Circa: 2011)

CORESTONE

Goods and Services: printed bank checks, checkbook registers, checkbook covers and checking deposit slips; printe...
LIVE (Circa: 2011)

CORESTONE ACCOUNT

Goods and Services: Financial consultation services; Financial services, namely, acting as custodian of assets fo...
DEAD (Circa: 2011)

NEW MODEL CUSTODIAN

Goods and Services: FINANCIAL SERVICES, NAMELY, PROVIDING ONLINE INVESTMENT INFORMATION TO FACILITATE SECURITIES ...
DEAD (Circa: 2011)

NETX360 SMART WORKFLOW

Goods and Services: FINANCIAL SERVICES, NAMELY, PROVIDING INVESTMENT RELATED INFORMATION IN THE FIELD OF SECURITI...
LIVE (Circa: 2009)

NETX360

Goods and Services: FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL CONSULTING SERVICES TO BROKER DEALERS TO SUPP...
DEAD (Circa: 2009)

RIA COMPLETE

Goods and Services: COMPUTER SOFTWARE FOR SECURITIES BROKERAGE AND PORTFOLIO MANAGEMENT IN THE FIELD OF FINANCIAL...
DEAD (Circa: 2008)

NETXDIRECT

Goods and Services: PRINTED MATERIALS AND INFORMATIONAL MATERIALS, NAMELY, PRINTED BULLETINS AND NEWSLETTERS CONC...
DEAD (Circa: 2007)

YOUR BUSINESS WITHOUT LIMITS

Goods and Services: FINANCIAL SERVICES AND PRIME BROKERAGE SERVICES, NAMELY, BROKERAGE AND BROKER DEALER SERVICES...
DEAD (Circa: 2007)

YOUR BUSINESS WITHOUT LIMITS

Goods and Services: FINANCIAL INFORMATION PROCESSING FOR OTHERS, NAMELY, CONSOLIDATING INVESTORS' BROKERAGE ACCOU...
LIVE (Circa: 2007)

SELECTLINK

Hot News! On Tuesday, July 19, 2022, a U.S. federal trademark registration number 97509987 was filed for COMMUNITYPATH by PERSHING INVESTMENTS LLC with the description Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others; business management and administration services for others; tax services, namely, tax advisory services; tax and taxation planning, advice, information and consultancy services; data processing services, namely, providing financial data analytics, and integration services to others; financial database management provided for others; accounting services, namely, financial accounting of investment accounts; outsourcing services; outsource service provider in the field of business management of financial institutions.