Total properties:
40
|
|
Serial #:
|
|
Filing Dt:
|
07/22/1993
|
Reg #:
|
|
Reg. Dt:
|
02/21/1995
|
Mark:
|
EDELMAN FINANCIAL SERVICES
|
|
|
Serial #:
|
|
Filing Dt:
|
08/17/1993
|
Reg #:
|
|
Reg. Dt:
|
01/23/1996
|
Mark:
|
THE SMART PLAN
|
|
|
Serial #:
|
|
Filing Dt:
|
05/28/1996
|
Reg #:
|
|
Reg. Dt:
|
05/04/1999
|
Mark:
|
FINANCIAL ENGINES
|
|
|
Serial #:
|
|
Filing Dt:
|
04/28/1997
|
Reg #:
|
|
Reg. Dt:
|
05/25/1999
|
Mark:
|
RIC EDELMAN
|
|
|
Serial #:
|
|
Filing Dt:
|
06/30/1998
|
Reg #:
|
|
Reg. Dt:
|
11/30/1999
|
Mark:
|
INSIDE PERSONAL FINANCE WITH RIC EDELMAN
|
|
|
Serial #:
|
|
Filing Dt:
|
08/26/1998
|
Reg #:
|
|
Reg. Dt:
|
10/26/1999
|
Mark:
|
RIC-E TRUST
|
|
|
Serial #:
|
|
Filing Dt:
|
08/26/1998
|
Reg #:
|
|
Reg. Dt:
|
10/26/1999
|
Mark:
|
THE RETIREMENT INCOME - FOR EVERYONE TRUST
|
|
|
Serial #:
|
|
Filing Dt:
|
05/28/1996
|
Reg #:
|
|
Reg. Dt:
|
07/28/1998
|
Mark:
|
FINANCIAL ENGINES
|
|
|
Serial #:
|
|
Filing Dt:
|
12/22/2000
|
Reg #:
|
|
Reg. Dt:
|
02/12/2002
|
Mark:
|
INVESTOR CENTRAL
|
|
|
Serial #:
|
|
Filing Dt:
|
07/20/2001
|
Reg #:
|
|
Reg. Dt:
|
07/15/2003
|
Mark:
|
THE MUTUAL FUND STORE
|
|
|
Serial #:
|
|
Filing Dt:
|
08/27/2002
|
Reg #:
|
|
Reg. Dt:
|
07/27/2004
|
Mark:
|
THE MUTUAL FUND SHOW
|
|
|
Serial #:
|
|
Filing Dt:
|
09/02/2008
|
Reg #:
|
|
Reg. Dt:
|
07/14/2009
|
Mark:
|
RETIREMENT HELP FOR LIFE
|
|
|
Serial #:
|
|
Filing Dt:
|
09/18/2008
|
Reg #:
|
|
Reg. Dt:
|
09/15/2009
|
Mark:
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/12/2008
|
Reg #:
|
|
Reg. Dt:
|
03/23/2010
|
Mark:
|
RETIREMENT PAYCHECK
|
|
|
Serial #:
|
|
Filing Dt:
|
03/04/2004
|
Reg #:
|
|
Reg. Dt:
|
12/16/2008
|
Mark:
|
SMART401K
|
|
|
Serial #:
|
|
Filing Dt:
|
09/01/2004
|
Reg #:
|
|
Reg. Dt:
|
09/27/2005
|
Mark:
|
SOMEDAY IS NOT A DAY OF THE WEEK
|
|
|
Serial #:
|
|
Filing Dt:
|
08/01/2005
|
Reg #:
|
|
Reg. Dt:
|
08/01/2006
|
Mark:
|
THE LIES ABOUT MONEY
|
|
|
Serial #:
|
|
Filing Dt:
|
08/08/2011
|
Reg #:
|
|
Reg. Dt:
|
03/12/2013
|
Mark:
|
INVESTING SENSE
|
|
|
Serial #:
|
|
Filing Dt:
|
08/08/2011
|
Reg #:
|
|
Reg. Dt:
|
06/12/2012
|
Mark:
|
INVESTING SENSE
|
|
|
Serial #:
|
|
Filing Dt:
|
09/02/2011
|
Reg #:
|
|
Reg. Dt:
|
09/18/2012
|
Mark:
|
MARKET REENTRY PLAN
|
|
|
Serial #:
|
|
Filing Dt:
|
12/30/2011
|
Reg #:
|
|
Reg. Dt:
|
02/12/2013
|
Mark:
|
EDELMAN ONLINE
|
|
|
Serial #:
|
|
Filing Dt:
|
05/31/2012
|
Reg #:
|
|
Reg. Dt:
|
05/27/2014
|
Mark:
|
ANNUITY OPTIMIZER
|
|
|
Serial #:
|
|
Filing Dt:
|
07/16/2012
|
Reg #:
|
|
Reg. Dt:
|
05/14/2013
|
Mark:
|
EDELMAN MAP MANAGED ASSET PROGRAM
|
|
|
Serial #:
|
|
Filing Dt:
|
08/02/2012
|
Reg #:
|
|
Reg. Dt:
|
06/11/2013
|
Mark:
|
EDELMAN GUIDE TO PORTFOLIO SELECTION
|
|
|
Serial #:
|
|
Filing Dt:
|
08/02/2012
|
Reg #:
|
|
Reg. Dt:
|
10/01/2013
|
Mark:
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/03/2012
|
Reg #:
|
|
Reg. Dt:
|
04/01/2014
|
Mark:
|
M
|
|
|
Serial #:
|
|
Filing Dt:
|
12/03/2012
|
Reg #:
|
|
Reg. Dt:
|
04/01/2014
|
Mark:
|
M
|
|
|
Serial #:
|
|
Filing Dt:
|
08/02/2013
|
Reg #:
|
|
Reg. Dt:
|
03/11/2014
|
Mark:
|
THE TRUTH ABOUT MONEY
|
|
|
Serial #:
|
|
Filing Dt:
|
02/18/2014
|
Reg #:
|
|
Reg. Dt:
|
06/16/2015
|
Mark:
|
THE TRUTH ABOUT MONEY
|
|
|
Serial #:
|
|
Filing Dt:
|
06/23/2015
|
Reg #:
|
|
Reg. Dt:
|
11/15/2016
|
Mark:
|
WE WORK HARD FOR HARDWORKING PEOPLE.
|
|
|
Serial #:
|
|
Filing Dt:
|
01/31/2016
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
EDELMAN FINANCIAL SERVICES: AMERICA'S FINANCIAL PLANNING FIRM
|
|
|
Serial #:
|
|
Filing Dt:
|
01/31/2016
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
EDELMAN FINANCIAL: AMERICA'S FINANCIAL PLANNING FIRM
|
|
|
Serial #:
|
|
Filing Dt:
|
03/18/2016
|
Reg #:
|
|
Reg. Dt:
|
06/11/2019
|
Mark:
|
BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS
|
|
|
Serial #:
|
|
Filing Dt:
|
03/18/2016
|
Reg #:
|
|
Reg. Dt:
|
12/26/2017
|
Mark:
|
BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS
|
|
|
Serial #:
|
|
Filing Dt:
|
06/19/2017
|
Reg #:
|
|
Reg. Dt:
|
04/24/2018
|
Mark:
|
FINANCIAL ENGINES
|
|
|
Serial #:
|
|
Filing Dt:
|
06/19/2017
|
Reg #:
|
|
Reg. Dt:
|
04/24/2018
|
Mark:
|
FE
|
|
|
Serial #:
|
|
Filing Dt:
|
06/19/2017
|
Reg #:
|
|
Reg. Dt:
|
04/24/2018
|
Mark:
|
FE
|
|
|
Serial #:
|
|
Filing Dt:
|
09/25/2017
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
EDELMAN FINANCIAL
|
|
|
Serial #:
|
|
Filing Dt:
|
12/07/2017
|
Reg #:
|
|
Reg. Dt:
|
01/29/2019
|
Mark:
|
FIN ENGINES
|
|
|
Serial #:
|
|
Filing Dt:
|
03/12/2018
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
NEVER IDLE
|
|