U.S. federal trademark · Serial No. 75155491 · Reg. No. 2221094
[providing comprehensive, network-based computer financial planning and financial advisory support services for field financial advisors]
computer software for conducting financial planning, financial analysis, and marketing support functions
[providing comprehensive, network-based computer marketing support services in client data and market research for field financial advisors]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.