THREADLINE WEALTH
Intent to Use
TM99117608
Kind: intent_to_use
Mar 31, 2026
Abstract
Registered investment advisor (RIA) services in the nature of providing financial portfolio management, financial planning, and investment management; Financial consulting services, namely registered investment advisor services in the nature of providing financial portfolio management, financial planning, and investment management; Registered investment securities services in the nature of providing financial portfolio management, financial planning, and investment management; Registered financial holding company services in the nature of providing financial portfolio management, financial planning, and investment management performed for third parties.
Filing Date
2025-04-02