U.S. federal trademark · Serial No. 98766367
Providing business services to investment and financial advisors, namely, providing business management, business operations management, business operations consultation, marketing in the nature of advertising, and business consulting services to investment and financial advisors
Providing access to third-party investment products and services, namely, providing the temporary use of online non-downloadable software for use in accessing third-party investment products offered online and accessing online investment services, all of the foregoing provided to investment and financial advisors.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.