U.S. federal trademark · Serial No. 99146924
Providing temporary use of on-line non-downloadable software for accessing, viewing, downloading, sharing, and managing data, news, and information for financial planning, financial management, investment planning, compensation, salaries, and equity; Software as a service (SAAS) services featuring software for communicating directly with financial services professionals; Providing temporary use of on-line non-downloadable software for users to create personalized plans for financial planning, financial management, financial wellness, and investments; Providing online non-downloadable computer software platforms for providing training classes, seminars and workshops in the field of financial planning, financial management, financial wellness, and investments
Downloadable computer software for accessing, viewing, downloading, sharing, and managing data, news, and information for financial planning, financial management, financial wellness, investment planning, compensation, salaries, and equity; Downloadable computer software for communicating directly with financial services professionals; Downloadable computer software for users to create personalized plans for financial planning, financial management, financial wellness, and investments; Downloadable electronic publications in the nature of brochures, newsletters, reports, and instructional and teaching materials in the field of financial planning, financial management, financial wellness, and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.