Total properties:
17
|
|
Serial #:
|
|
Filing Dt:
|
12/18/2007
|
Reg #:
|
|
Reg. Dt:
|
10/19/2010
|
Mark:
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/18/2007
|
Reg #:
|
|
Reg. Dt:
|
10/19/2010
|
Mark:
|
PCS
|
|
|
Serial #:
|
|
Filing Dt:
|
04/07/2009
|
Reg #:
|
|
Reg. Dt:
|
08/28/2012
|
Mark:
|
THE ADVISOR LAB
|
|
|
Serial #:
|
|
Filing Dt:
|
04/09/2009
|
Reg #:
|
|
Reg. Dt:
|
05/08/2012
|
Mark:
|
THE ADVISOR LAB
|
|
|
Serial #:
|
|
Filing Dt:
|
12/24/2003
|
Reg #:
|
|
Reg. Dt:
|
01/18/2005
|
Mark:
|
ADVISORPLAN
|
|
|
Serial #:
|
|
Filing Dt:
|
01/15/2004
|
Reg #:
|
|
Reg. Dt:
|
01/25/2005
|
Mark:
|
YOU PICK THE FUNDS...AND WE'LL DO THE REST
|
|
|
Serial #:
|
|
Filing Dt:
|
01/23/2004
|
Reg #:
|
|
Reg. Dt:
|
04/12/2005
|
Mark:
|
TPA PLUS+
|
|
|
Serial #:
|
|
Filing Dt:
|
08/21/2006
|
Reg #:
|
|
Reg. Dt:
|
06/03/2008
|
Mark:
|
MANAGEDPLAN
|
|
|
Serial #:
|
|
Filing Dt:
|
10/03/2013
|
Reg #:
|
|
Reg. Dt:
|
01/12/2016
|
Mark:
|
PLANFINDER
|
|
|
Serial #:
|
|
Filing Dt:
|
10/03/2013
|
Reg #:
|
|
Reg. Dt:
|
01/12/2016
|
Mark:
|
RETIREMENT PLAN DIAGNOSTIC
|
|
|
Serial #:
|
|
Filing Dt:
|
10/03/2013
|
Reg #:
|
|
Reg. Dt:
|
01/12/2016
|
Mark:
|
RETIREMENT PLAN EFFICIENCY ANALYSIS
|
|
|
Serial #:
|
|
Filing Dt:
|
10/08/2013
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
RETIREONTIME
|
|
|
Serial #:
|
|
Filing Dt:
|
12/03/2013
|
Reg #:
|
|
Reg. Dt:
|
11/08/2016
|
Mark:
|
MANAGEDPLAN
|
|
|
Serial #:
|
|
Filing Dt:
|
12/03/2013
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
THE ADVISOR LAB 401(K) TOOLKIT
|
|
|
Serial #:
|
|
Filing Dt:
|
12/03/2013
|
Reg #:
|
|
Reg. Dt:
|
11/08/2016
|
Mark:
|
ADVISORTRUST
|
|
|
Serial #:
|
|
Filing Dt:
|
06/18/2015
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
NEXT GENERATION RETIREMENT PLAN
|
|
|
Serial #:
|
|
Filing Dt:
|
06/18/2015
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
NEXT GENERATION RETIREMENT PROGRAM
|
|