Addendum to A. G. Edwards & Sons, Inc., Coverdell education savings account (formerly Education IRA) disclosure statement





Planning a secure retirement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034980 / 1999-08-11
Date of Publication:
December 21, 1998
Date of Creation:
1998
Title:
Planning a secure retirement.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1992, TX 3-461-044.
Description:
23 p.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: APM disclosure document

Copyrights records by A.G. Edwards & Sons, Inc.



Professional referral network

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034981 / 1999-08-11
Date of Publication:
April 27, 1999
Date of Creation:
1999
Title:
Professional referral network.
Description:
7 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A closer look at manager returns

1998 tax reporting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005034982 / 1999-08-11
Date of Publication:
January 5, 1999
Date of Creation:
1999
Title:
1998 tax reporting : answering your clients' questions.
Application Title:
1998 tax questions booklet.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1998, TX 4-800-557.
Description:
144 p.
Variant title:
1998 tax reporting : answering your clients' questions.
Other Title:
1998 tax questions booklet.
Tax questions booklet
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Developing a sales presentation

The A.G. Edwards focus list

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005035293 / 1999-08-11
Date of Publication:
February 1, 1999
Date of Creation:
1999
Title:
The A.G. Edwards focus list : a look at performance.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1998, TX 4-838-633.
Description:
Folder.
Variant title:
The A. G. Edwards focus list : a look at performance.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the Monthly Accumulation Plan (MAP)

Self administered living trust

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005035294 / 1999-08-11
Date of Publication:
March 26, 1999
Date of Creation:
1999
Title:
Self administered living trust : caring for yourself and your family today and tomorrow.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1991, TX 3-216-398.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards

Strategic asset account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005035295 / 1999-08-11
Date of Publication:
March 1, 1999
Date of Creation:
1999
Title:
Strategic asset account.
Application Title:
Fee-based pricing.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1998, TX 4-735-747.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Now is the time to make your move

Strategies for mutual fund investors

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005035297 / 1999-08-11
Date of Publication:
May 5, 1999
Date of Creation:
1999
Title:
Strategies for mutual fund investors.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: New perspectives on uncovering values in today's market

Be comfortable with your investments, with your future

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005035298 / 1999-08-11
Date of Publication:
March 1, 1999
Date of Creation:
1999
Title:
Be comfortable with your investments, with your future.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Now is the time to make your move

Personal financial analyses

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005035299 / 1999-08-11
Date of Publication:
November 25, 1998
Date of Creation:
1998
Title:
Personal financial analyses.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1997, TX 4-428-682.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: New perspectives on uncovering values in today's market

Identifying your investment objectives

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005035379 / 1999-08-11
Date of Publication:
January 22, 1999
Date of Creation:
1999
Title:
Identifying your investment objectives.
Basis of Claim:
New Matter: additions.
Previous Registration:
Prev. reg. 1994, TX 3-848-982.
Description:
12 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Word processing

Understanding your fiduciary responsibility and the investment process

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005061480 / 1999-12-06
Date of Publication:
October 19, 1999
Date of Creation:
1999
Title:
Understanding your fiduciary responsibility and the investment process.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards' equity strategy and focus list

Investing for income

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005061516 / 1999-12-06
Date of Publication:
September 20, 1999
Date of Creation:
1999
Title:
Investing for income : a complete guide to bonds and other income investment.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1988, TX 2-274-338.
Description:
20 p.
Number of similar titles:
1
Variant title:
Investing for income : a complete guide to bonds and other income investment
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: You're safe with treasury zeros

Dollar cost averaging

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005064017 / 2000-01-13
Date of Publication:
November 9, 1999
Date of Creation:
1999
Title:
Dollar cost averaging : a disciplined approach to long-term investing.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1995, TX 4-081-323.
Description:
4 p.
Number of similar titles:
3
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards & Sons, Inc., financial planning seminars

Services for closely held businesses

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005064018 / 2000-01-13
Date of Publication:
November 1, 1999
Date of Creation:
1999
Title:
Services for closely held businesses : setting your company's course for financial success.
Application Title:
Defined portfolios.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1998, TX 4-779-733.
Description:
1 v.
Variant title:
Services for closely held businesses : setting your company's course for financial success.
Other Title:
Defined portfolios.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: APM disclosure document

Arizona bond issue statement enclosure

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005064072 / 1999-09-27
Date of Publication:
June 25, 1999
Date of Creation:
1999
Title:
Arizona bond issue statement enclosure.
Description:
Certificate.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards 30 TV CDs/tabletop approach

Investing in technology companies

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005064074 / 2000-01-13
Date of Publication:
October 30, 1999
Date of Creation:
1999
Title:
Investing in technology companies.
Description:
Brochure.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Certificates of deposit

Managing risk in uncertain markets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005064087 / 1999-09-27
Date of Publication:
June 7, 1999
Date of Creation:
1999
Title:
Managing risk in uncertain markets : a special report from A. G. Edwards.
Description:
Brochure.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Connecticut residents--stop paying taxes on your savings

At the helm

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005086158 / 1999-12-06
Date of Publication:
October 26, 1999
Date of Creation:
1999
Title:
At the helm : solutions for business owners' financial needs.
Description:
4 p.
Variant title:
At the helm : solutions for business owners' financial needs.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Retirement plans for nonprofit organizations

A look at performance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005086160 / 1999-12-06
Date of Publication:
October 25, 1999
Date of Creation:
1999
Title:
A look at performance.
Basis of Claim:
New Matter: revisions.
Description:
Card.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Developing a sales presentation

Broker vision

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TX0005086161 / 1999-12-06
Date of Publication:
December 1, 1999
Date of Creation:
1999
Title:
Broker vision.
Copyright Note:
C.O. correspondence.
Description:
Machine readable work.
Number of similar titles:
4
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Printout only deposited.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: New horizons!

Broker vision reports manager

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TX0005086162 / 1999-12-06
Date of Publication:
December 1, 1999
Date of Creation:
1999
Title:
Broker vision reports manager.
Application Title:
Broker vision data management computer program.
Copyright Note:
C.O. correspondence.
Description:
Machine readable work.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Printout only deposited.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards broker workstation

Common questions and answers regarding deferred annuities, trusts and estate plans

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005093727 / 1999-11-03
Date of Publication:
June 23, 1999
Date of Creation:
1999
Title:
Common questions and answers regarding deferred annuities, trusts and estate plans.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 1996, TX 4-344-714.
Description:
5 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Commonwealth Trust, meeting your financial and estate needs today and tomorrow

ClientOne

Type of Work:
Machine-readable work or computer program
Registration Number / Date:
TX0005108660 / 1999-12-06
Date of Publication:
September 20, 1999
Date of Creation:
1999
Title:
ClientOne.
Description:
Computer program.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Notes:
Printout only deposited.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards services for select investors

Retirement plan questionnaire

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005122270 / 2000-01-13
Date of Publication:
November 18, 1999
Date of Creation:
1999
Title:
Retirement plan questionnaire : a guide to help businesses establish or upgrade employee benefits.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1989, TX 2-716-898.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Money market fund mailer

Mutual fund advisory programs

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005122271 / 2000-01-13
Date of Publication:
November 18, 1999
Date of Creation:
1999
Title:
Mutual fund advisory programs : investor profile.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1997, TX 4-594-932.
Description:
3 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Make your move today to capture the king of IRA benefits

Services for professionals

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005122272 / 2000-01-13
Date of Publication:
November 18, 1999
Date of Creation:
1999
Title:
Services for professionals : comprehensive resources to help meet the needs of you and your clients.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1996, TX 4-423-464.
Description:
16 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: The investor's guide to the heart

Teaming up for your financial success

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005122274 / 2000-01-13
Date of Publication:
September 29, 1999
Date of Creation:
1999
Title:
Teaming up for your financial success : scripts & visuals.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards' investment banking analyst program

Index-linked CDs

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005154499 / 2000-03-06
Date of Publication:
February 2, 2000
Date of Creation:
2000
Title:
Index-linked CDs.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Investment adviser search information

Illinois school bond financing with A. G. Edwards

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005154500 / 2000-03-06
Date of Publication:
February 2, 2000
Date of Creation:
2000
Title:
Illinois school bond financing with A. G. Edwards.
Description:
8 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards money market fund & account choices

Investment insights

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005154501 / 2000-03-06
Date of Publication:
February 1, 2000
Date of Creation:
2000
Title:
Investment insights.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Quick reference card on the defined portfolios order entry system

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible. Multiple persons can share the same name.