U.S. federal trademark · Serial No. 75479038 · Reg. No. 2334425
software programs for use by financial advisors for accessing and retrieving client investments, tracking client investment portfolios and managing client investment portfolios, and related documentation in the nature of manuals sold with the goods as a unit therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.