U.S. federal trademark · Serial No. 77354986 · Reg. No. 3518615
Providing online non-downloadable contact management software for financial advisors to create, schedule and monitor regular and personalized client contacts, to create and send customized electronic newsletter, to create and manage personalized websites in the field of financial services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.