U.S. federal trademark · Serial No. 86095760 · Reg. No. 5156430
Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor marketing and client communications
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.