U.S. federal trademark · Serial No. 87175011
Financial services, namely, providing financial management services and financial information to financial advisors, and providing information in the field of financial advisement over computer networks and global communication networks
Software as a service (SAAS) services featuring software for providing information and advice relating to financial products and services to financial advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.