U.S. federal trademark · Serial No. 97018939 · Reg. No. 6966926
Software as a service (SAAS) services featuring software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth
Providing financial consultation services to professional financial advisors; Providing financial information services to professional financial advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.