U.S. federal trademark · Serial No. 75909885 · Reg. No. 2421350
Computer software for use by financial services representatives to create reports identifying specific investment planning areas using information from a client's federal and state tax returns; downloadable software for use by on-line customers to create reports identifying specific investment planning areas using information from the customer's federal and state tax returns
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.