U.S. federal trademark · Serial No. 98418005 · Reg. No. 7877764
Platform as a service (PAAS) featuring computer software platforms for wealth management
Financial consultancy services in the field of wealth management, for use by registered investment advisors, and broker dealers; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.